Horizons Wealth Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
15,923
+160
| +1% | +$3.76K | 0.27% | 46 |
|
|
2025
Q1 | $371K | Hold |
15,763
| – | – | 0.28% | 45 |
|
|
2024
Q4 | $372K | Hold |
15,763
| – | – | 0.28% | 45 |
|
|
2024
Q3 | $374K | Buy |
15,763
+423
| +3% | +$10K | 0.29% | 43 |
|
|
2024
Q2 | $363K | Buy |
15,340
+714
| +5% | +$16.9K | 0.29% | 43 |
|
|
2024
Q1 | $350K | Hold |
14,626
| – | – | 0.23% | 47 |
|
|
2023
Q4 | $350K | Buy |
14,626
+1,965
| +16% | +$47K | 0.23% | 47 |
|
|
2023
Q3 | $290K | Buy |
12,661
+761
| +6% | +$17.4K | 0.21% | 56 |
|
|
2023
Q2 | $281K | Buy |
11,900
+386
| +3% | +$9.11K | 0.2% | 55 |
|
|
2023
Q1 | $275K | Buy |
11,514
+1,137
| +11% | +$27.1K | 0.2% | 51 |
|
|
2022
Q4 | $244K | Buy |
10,377
+2,134
| +26% | +$50.2K | 0.2% | 51 |
|
|
2022
Q3 | $188K | Hold |
8,243
| – | – | 0.17% | 54 |
|
|
2022
Q2 | $197K | Buy |
+8,243
| New | +$197K | 0.16% | 55 |
|