HGA
Hobbs Group Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
22,595
-15,952
| -41% | -$374K | 0.18% | 90 |
|
|
2025
Q1 | $908K | Sell |
38,547
-26
| -0.1% | -$612 | 0.35% | 58 |
|
|
2024
Q4 | $910K | Buy |
38,573
+190
| +0.5% | +$4.48K | 0.34% | 56 |
|
|
2024
Q3 | $910K | Buy |
38,383
+376
| +1% | +$8.91K | 0.33% | 54 |
|
|
2024
Q2 | $892K | Buy |
+38,007
| New | +$892K | 0.34% | 55 |
|
|
2023
Q4 | $837K | Buy |
+35,007
| New | +$837K | 0.37% | 46 |
|