Confluence Investment Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.48M | Sell |
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|
2025
Q2 | $5.16M | Sell |
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|
2025
Q1 | $5.35M | Buy |
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|
2024
Q4 | $2.53M | Sell |
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|
2024
Q3 | $2.71M | Sell |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $2.92M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $307K | Buy |
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|
2023
Q1 | $306K | Sell |
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|
2022
Q4 | $863K | Sell |
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|
2022
Q3 | $2.07M | Sell |
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|
2022
Q2 | $2.68M | Buy |
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|
2022
Q1 | $2.3M | Buy |
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|
2021
Q4 | $2.14M | Buy |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $1.98M | Buy |
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