HI
BSMN

Harbour Investments’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Harbour Investments’s Portfolio BSMN Stock Details BSMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,818
Closed -$70.6K – 3224
2023
Q3 		$70.6K Buy
2,818
+20
+0.7% +$502 ﹤0.01% 1188
2023
Q2 		$70.2K Buy
+2,798
New +$70.2K ﹤0.01% 1207

Other funds holding BSMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Harbour Investments's BSMN Position: Q4 2023 in Review

Harbour Investments sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 2,818 shares — an estimated $70.6K sold.

Harbour Investments first reported a position in BSMN in Q2 2023 and held it in 2 quarters. The position peaked at $70.6K in Q3 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Harbour Investments reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Harbour Investments sold 2,818 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $70.6K.
  • Harbour Investments first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q2 2023 and held it in 2 quarters.
  • Harbour Investments's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $70.6K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Harbour Investments's 13F filing for Q4 2023, filed 16 Feb 2024.