HSWS
Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,145
| Closed | -$233K | – | 48 |
|
|
2024
Q4 | $233K | Sell |
11,145
-2,371
| -18% | -$49.6K | 0.15% | 44 |
|
|
2024
Q3 | $288K | Buy |
13,516
+942
| +7% | +$20.1K | 0.19% | 43 |
|
|
2024
Q2 | $264K | Sell |
12,574
-41
| -0.3% | -$859 | 0.19% | 42 |
|
|
2024
Q1 | $269K | Buy |
12,615
+1,596
| +14% | +$34K | 0.2% | 41 |
|
|
2023
Q4 | $238K | Buy |
+11,019
| New | +$238K | 0.19% | 40 |
|