Horizons Wealth Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
20,016
+579
| +3% | +$13.5K | 0.33% | 41 |
|
|
2025
Q1 | $450K | Hold |
19,437
| – | – | 0.34% | 38 |
|
|
2024
Q4 | $453K | Buy |
19,437
+545
| +3% | +$12.7K | 0.35% | 40 |
|
|
2024
Q3 | $445K | Hold |
18,892
| – | – | 0.34% | 38 |
|
|
2024
Q2 | $442K | Sell |
18,892
-27
| -0.1% | -$632 | 0.35% | 37 |
|
|
2024
Q1 | $449K | Hold |
18,919
| – | – | 0.29% | 39 |
|
|
2023
Q4 | $449K | Buy |
18,919
+1,196
| +7% | +$28.4K | 0.29% | 39 |
|
|
2023
Q3 | $399K | Buy |
17,723
+3,153
| +22% | +$71K | 0.29% | 42 |
|
|
2023
Q2 | $341K | Buy |
14,570
+2,447
| +20% | +$57.2K | 0.24% | 48 |
|
|
2023
Q1 | $287K | Buy |
12,123
+2,382
| +24% | +$56.4K | 0.21% | 49 |
|
|
2022
Q4 | $226K | Buy |
9,741
+7,515
| +338% | +$174K | 0.18% | 55 |
|
|
2022
Q3 | $50K | Hold |
2,226
| – | – | 0.05% | 76 |
|
|
2022
Q2 | $53K | Buy |
+2,226
| New | +$53K | 0.04% | 79 |
|