Horizons Wealth Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
13,274
| – | – | 0.23% | 47 |
|
|
2025
Q1 | $325K | Buy |
13,274
+85
| +0.6% | +$2.08K | 0.24% | 47 |
|
|
2024
Q4 | $323K | Sell |
13,189
-614
| -4% | -$15K | 0.25% | 48 |
|
|
2024
Q3 | $338K | Hold |
13,803
| – | – | 0.26% | 45 |
|
|
2024
Q2 | $339K | Sell |
13,803
-20,612
| -60% | -$506K | 0.27% | 44 |
|
|
2024
Q1 | $844K | Hold |
34,415
| – | – | 0.55% | 28 |
|
|
2023
Q4 | $844K | Buy |
34,415
+2,110
| +7% | +$51.8K | 0.55% | 28 |
|
|
2023
Q3 | $775K | Buy |
32,305
+12,438
| +63% | +$299K | 0.57% | 27 |
|
|
2023
Q2 | $484K | Buy |
19,867
+14
| +0.1% | +$341 | 0.34% | 39 |
|
|
2023
Q1 | $487K | Buy |
19,853
+9,150
| +85% | +$225K | 0.36% | 34 |
|
|
2022
Q4 | $260K | Hold |
10,703
| – | – | 0.21% | 48 |
|
|
2022
Q3 | $255K | Hold |
10,703
| – | – | 0.23% | 46 |
|
|
2022
Q2 | $264K | Buy |
+10,703
| New | +$264K | 0.22% | 46 |
|