HGA
Hobbs Group Advisors’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
Q2 | – | Sell |
-15,675
| Closed | -$325K | – | 151 |
|
|
2025
Q1 | $325K | Sell |
15,675
-133
| -0.8% | -$2.76K | 0.12% | 115 |
|
|
2024
Q4 | $331K | Buy |
15,808
+3,920
| +33% | +$82K | 0.12% | 114 |
|
|
2024
Q3 | $253K | Buy |
11,888
+4,655
| +64% | +$99.2K | 0.09% | 125 |
|
|
2024
Q2 | $152K | Buy |
+7,233
| New | +$152K | 0.06% | 158 |
|
|
2023
Q4 | $105K | Buy |
+4,861
| New | +$105K | 0.05% | 155 |
|