Foundry Financial Group’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Hold |
8,200
| – | – | 0.11% | 61 |
|
|
2025
Q1 | $201K | Hold |
8,200
| – | – | 0.12% | 56 |
|
|
2024
Q4 | $201K | Hold |
8,200
| – | – | 0.12% | 58 |
|
|
2024
Q3 | $201K | Buy |
+8,200
| New | +$201K | 0.13% | 58 |
|
|
2024
Q2 | – | Sell |
-10,900
| Closed | -$265K | – | 55 |
|
|
2024
Q1 | $265K | Sell |
10,900
-6,378
| -37% | -$155K | 0.19% | 48 |
|
|
2023
Q4 | $424K | Buy |
+17,278
| New | +$424K | 0.36% | 40 |
|