Envision Financial Planning’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
50,743
-160,162
| -76% | -$3.3M | 0.49% | 29 |
|
|
2025
Q1 | $4.37M | Buy |
210,905
+4,320
| +2% | +$89.6K | 2.23% | 13 |
|
|
2024
Q4 | $4.32M | Buy |
206,585
+4,714
| +2% | +$98.7K | 2.23% | 13 |
|
|
2024
Q3 | $4.3M | Buy |
201,871
+1,272
| +0.6% | +$27.1K | 2.26% | 14 |
|
|
2024
Q2 | $4.2M | Buy |
200,599
+16,623
| +9% | +$348K | 3.21% | 10 |
|
|
2024
Q1 | $3.92M | Buy |
183,976
+15,984
| +10% | +$341K | 3.17% | 10 |
|
|
2023
Q4 | $3.64M | Buy |
167,992
+9,585
| +6% | +$207K | 3.18% | 10 |
|
|
2023
Q3 | $3.17M | Buy |
+158,407
| New | +$3.17M | 3.14% | 12 |
|