HGA
Hobbs Group Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
16,557
-14,550
| -47% | -$330K | 0.13% | 115 |
|
|
2025
Q1 | $707K | Sell |
31,107
-94
| -0.3% | -$2.14K | 0.27% | 78 |
|
|
2024
Q4 | $716K | Buy |
31,201
+122
| +0.4% | +$2.8K | 0.27% | 74 |
|
|
2024
Q3 | $723K | Buy |
31,079
+430
| +1% | +$10K | 0.26% | 69 |
|
|
2024
Q2 | $702K | Buy |
+30,649
| New | +$702K | 0.27% | 67 |
|
|
2023
Q4 | $618K | Buy |
+26,309
| New | +$618K | 0.28% | 64 |
|