HGA
Hobbs Group Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,755
| Closed | -$448K | – | 150 |
|
|
2025
Q1 | $448K | Sell |
20,755
-99
| -0.5% | -$2.14K | 0.17% | 95 |
|
|
2024
Q4 | $453K | Buy |
20,854
+3,795
| +22% | +$82.4K | 0.17% | 97 |
|
|
2024
Q3 | $378K | Buy |
17,059
+2,018
| +13% | +$44.7K | 0.14% | 102 |
|
|
2024
Q2 | $327K | Buy |
+15,041
| New | +$327K | 0.12% | 108 |
|
|
2023
Q4 | $147K | Buy |
+6,548
| New | +$147K | 0.07% | 138 |
|