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Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Higgins & Schmidt Wealth Strategies’s Portfolio BSMR Stock Details BSMR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,346
Closed -$221K – 56
2024
Q3 		$221K Buy
9,346
+728
+8% +$17.3K 0.14% 46
2024
Q2 		$202K Sell
8,618
-18
-0.2% -$423 0.15% 44
2024
Q1 		$204K Buy
+8,636
New +$204K 0.15% 44