Focus Partners Wealth’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
89,127
+7,747
| +10% | +$182K | ﹤0.01% | 884 |
|
|
2025
Q1 | $1.92M | Buy |
81,380
+5,044
| +7% | +$119K | ﹤0.01% | 849 |
|
|
2024
Q4 | $1.8M | Buy |
76,336
+4,005
| +6% | +$94.5K | ﹤0.01% | 851 |
|
|
2024
Q3 | $1.71M | Sell |
72,331
-4,675
| -6% | -$111K | 0.01% | 801 |
|
|
2024
Q2 | $1.81M | Sell |
77,006
-3,234
| -4% | -$75.9K | 0.01% | 671 |
|
|
2024
Q1 | $1.9M | Buy |
80,240
+26,613
| +50% | +$630K | 0.02% | 495 |
|
|
2023
Q4 | $1.28M | Buy |
+53,627
| New | +$1.28M | 0.02% | 411 |
|