Confluence Investment Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.96M | Sell |
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|
2025
Q2 | $6.22M | Sell |
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|
2025
Q1 | $6.45M | Buy |
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|
2024
Q4 | $5.68M | Sell |
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|
2024
Q3 | $5.77M | Sell |
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|
2024
Q2 | $6.07M | Sell |
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|
2024
Q1 | $6.14M | Sell |
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|
2023
Q4 | $6.23M | Sell |
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|
2023
Q3 | $6.03M | Sell |
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|
2023
Q2 | $6.26M | Sell |
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|
2023
Q1 | $6.48M | Buy |
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|
2022
Q4 | $6.32M | Buy |
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