Fidelity Investments
BSMN

Fidelity Investments’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Fidelity Investments’s Portfolio BSMN Stock Details BSMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1
Closed – – 5092
2021
Q3 		$0 Buy
+1
New +$26 ﹤0.01% 5209

Other funds holding BSMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments's BSMN Position: Q4 2021 in Review

Fidelity Investments sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2021, closing a stake of 1 share.

Fidelity Investments first reported a position in BSMN in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 29 funds tracked by Wall St. Rank hold BSMN as of Q4 2021.

  • Fidelity Investments reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Fidelity Investments sold 1 Invesco BulletShares 2023 Municipal Bond ETF share in Q4 2021.
  • Fidelity Investments first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q3 2021 and held it in 1 quarter.
  • Fidelity Investments's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $0 in Q3 2021.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2021.

Based on Fidelity Investments's 13F filing for Q4 2021, filed 14 Feb 2022.