Cornerstone Wealth Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
44,214
+368
| +0.8% | +$9.03K | 0.07% | 251 |
|
|
2025
Q1 | $1.07M | Buy |
43,846
+3,973
| +10% | +$97.3K | 0.07% | 229 |
|
|
2024
Q4 | $977K | Buy |
39,873
+5,580
| +16% | +$137K | 0.07% | 233 |
|
|
2024
Q3 | $840K | Buy |
34,293
+1,716
| +5% | +$42K | 0.06% | 247 |
|
|
2024
Q2 | $791K | Buy |
32,577
+2,514
| +8% | +$61.1K | 0.06% | 240 |
|
|
2024
Q1 | $732K | Sell |
30,063
-1,758
| -6% | -$42.8K | 0.06% | 250 |
|
|
2023
Q4 | $781K | Sell |
31,821
-475
| -1% | -$11.7K | 0.07% | 237 |
|
|
2023
Q3 | $775K | Buy |
32,296
+2,644
| +9% | +$63.5K | 0.07% | 228 |
|
|
2023
Q2 | $722K | Buy |
29,652
+3,470
| +13% | +$84.5K | 0.06% | 241 |
|
|
2023
Q1 | $643K | Buy |
+26,182
| New | +$643K | 0.06% | 240 |
|
|
2022
Q3 | $424K | Buy |
17,808
+1,113
| +7% | +$26.5K | 0.05% | 289 |
|
|
2022
Q2 | $410K | Buy |
+16,695
| New | +$410K | 0.05% | 299 |
|