Focus Partners Wealth’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
88,665
+8,258
| +10% | +$192K | ﹤0.01% | 890 |
|
|
2025
Q1 | $1.86M | Buy |
80,407
+4,258
| +6% | +$98.7K | ﹤0.01% | 858 |
|
|
2024
Q4 | $1.78M | Buy |
76,149
+3,340
| +5% | +$77.9K | ﹤0.01% | 857 |
|
|
2024
Q3 | $1.72M | Sell |
72,809
-4,688
| -6% | -$111K | 0.01% | 799 |
|
|
2024
Q2 | $1.8M | Sell |
77,497
-7,845
| -9% | -$182K | 0.01% | 672 |
|
|
2024
Q1 | $2M | Buy |
85,342
+31,473
| +58% | +$739K | 0.02% | 482 |
|
|
2023
Q4 | $1.28M | Buy |
+53,869
| New | +$1.28M | 0.02% | 412 |
|