Concourse Financial Group Securities’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1110 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3082 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3079 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3124 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3135 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3088 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3091 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3089 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3064 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3007 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2793 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2863 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2821 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2999 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2991 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2917 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2863 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2805 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2669 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2580 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2635 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2584 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2281 |
|