Envision Financial Planning’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
55,201
-114,894
| -68% | -$2.81M | 0.63% | 26 |
|
|
2025
Q1 | $4.18M | Buy |
170,095
+2,601
| +2% | +$64K | 2.13% | 14 |
|
|
2024
Q4 | $4.2M | Buy |
167,494
+3,317
| +2% | +$83.2K | 2.17% | 14 |
|
|
2024
Q3 | $4.21M | Buy |
164,177
+3,984
| +2% | +$102K | 2.22% | 15 |
|
|
2024
Q2 | $4.04M | Buy |
160,193
+15,352
| +11% | +$387K | 3.08% | 13 |
|
|
2024
Q1 | $3.7M | Buy |
144,841
+14,947
| +12% | +$381K | 2.98% | 12 |
|
|
2023
Q4 | $3.39M | Buy |
129,894
+14,651
| +13% | +$382K | 2.96% | 11 |
|
|
2023
Q3 | $2.76M | Buy |
+115,243
| New | +$2.76M | 2.73% | 13 |
|