Confluence Investment Management’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.8M | Sell |
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|
2025
Q2 | $5.2M | Sell |
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|
2025
Q1 | $5.37M | Sell |
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|
2024
Q4 | $5.52M | Sell |
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|
2024
Q3 | $5.87M | Buy |
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|
2024
Q2 | $278K | Sell |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $308K | Buy |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $6.16M | Buy |
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|
2022
Q2 | $3.86M | Buy |
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|
2022
Q1 | $4.06M | 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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