Freedom Investment Management’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 | $279K | Sell |
11,898
-563
| -5% | -$13.2K | 0.02% | 614 |
|
|
2025
Q1 | $293K | Sell |
12,461
-244
| -2% | -$5.75K | 0.02% | 599 |
|
|
2024
Q4 | $300K | Buy |
+12,705
| New | +$300K | 0.02% | 596 |
|
|
2022
Q4 | – | Sell |
-9,940
| Closed | -$227K | – | 714 |
|
|
2022
Q3 | $227K | Buy |
9,940
+244
| +3% | +$5.56K | 0.03% | 638 |
|
|
2022
Q2 | $229K | Sell |
9,696
-720
| -7% | -$17K | 0.02% | 654 |
|
|
2022
Q1 | $252K | Buy |
10,416
+33
| +0.3% | +$798 | 0.02% | 664 |
|
|
2021
Q4 | $268K | Sell |
10,383
-992
| -9% | -$25.6K | 0.02% | 711 |
|
|
2021
Q3 | $293K | Buy |
+11,375
| New | +$293K | 0.02% | 642 |
|