Envision Financial Planning’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
67,541
-113,316
| -63% | -$2.44M | 0.68% | 24 |
|
|
2025
Q1 | $3.9M | Buy |
180,857
+1,337
| +0.7% | +$28.9K | 1.99% | 16 |
|
|
2024
Q4 | $3.9M | Sell |
179,520
-14,941
| -8% | -$325K | 2.02% | 15 |
|
|
2024
Q3 | $4.31M | Buy |
194,461
+4,484
| +2% | +$99.3K | 2.27% | 13 |
|
|
2024
Q2 | $4.14M | Buy |
189,977
+12,792
| +7% | +$279K | 3.16% | 11 |
|
|
2024
Q1 | $3.92M | Buy |
177,185
+14,232
| +9% | +$315K | 3.16% | 11 |
|
|
2023
Q4 | $3.65M | Buy |
162,953
+10,794
| +7% | +$242K | 3.2% | 9 |
|
|
2023
Q3 | $3.18M | Buy |
+152,159
| New | +$3.18M | 3.15% | 11 |
|