Creative Planning’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
Q1 | – | Sell |
-8,903
| Closed | -$218K | – | 3472 |
|
|
2024
Q4 | $218K | Buy |
+8,903
| New | +$218K | ﹤0.01% | 2900 |
|
|
2023
Q2 | – | Sell |
-8,295
| Closed | -$204K | – | 2559 |
|
|
2023
Q1 | $204K | Hold |
8,295
| – | – | ﹤0.01% | 2109 |
|
|
2022
Q4 | $202K | Sell |
8,295
-2,700
| -25% | -$65.7K | ﹤0.01% | 2007 |
|
|
2022
Q3 | $262K | Hold |
10,995
| – | – | ﹤0.01% | 1724 |
|
|
2022
Q2 | $270K | Hold |
10,995
| – | – | ﹤0.01% | 1681 |
|
|
2022
Q1 | $273K | Sell |
10,995
-175
| -2% | -$4.35K | ﹤0.01% | 1690 |
|
|
2021
Q4 | $290K | Hold |
11,170
| – | – | ﹤0.01% | 1645 |
|
|
2021
Q3 | $290K | Sell |
11,170
-7,700
| -41% | -$200K | ﹤0.01% | 1611 |
|
|
2021
Q2 | $490K | Buy |
+18,870
| New | +$490K | ﹤0.01% | 1289 |
|