HGA
Hobbs Group Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Sell |
18,986
-16,161
| -46% | -$375K | 0.15% | 102 |
|
|
2025
Q1 | $815K | Sell |
35,147
-24
| -0.1% | -$556 | 0.31% | 66 |
|
|
2024
Q4 | $821K | Buy |
35,171
+191
| +0.5% | +$4.46K | 0.31% | 64 |
|
|
2024
Q3 | $825K | Buy |
34,980
+2,574
| +8% | +$60.7K | 0.3% | 59 |
|
|
2024
Q2 | $753K | Buy |
+32,406
| New | +$753K | 0.29% | 63 |
|
|
2023
Q4 | $728K | Buy |
+30,653
| New | +$728K | 0.32% | 54 |
|