Focus Partners Wealth’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
73,757
+26,544
| +56% | +$603K | ﹤0.01% | 950 |
|
|
2025
Q1 | $1.07M | Buy |
47,213
+4,454
| +10% | +$101K | ﹤0.01% | 1034 |
|
|
2024
Q4 | $981K | Buy |
+42,759
| New | +$981K | ﹤0.01% | 1056 |
|
|
2024
Q3 | – | Sell |
-11,501
| Closed | -$264K | – | 1572 |
|
|
2024
Q2 | $264K | Buy |
11,501
+1,079
| +10% | +$24.8K | ﹤0.01% | 1099 |
|
|
2024
Q1 | $242K | Buy |
+10,422
| New | +$242K | ﹤0.01% | 887 |
|