Horizons Wealth Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
21,251
+695
| +3% | +$15.8K | 0.34% | 40 |
|
|
2025
Q1 | $467K | Hold |
20,556
| – | – | 0.35% | 37 |
|
|
2024
Q4 | $472K | Buy |
20,556
+1,507
| +8% | +$34.6K | 0.36% | 38 |
|
|
2024
Q3 | $443K | Hold |
19,049
| – | – | 0.34% | 39 |
|
|
2024
Q2 | $440K | Hold |
19,049
| – | – | 0.35% | 38 |
|
|
2024
Q1 | $448K | Hold |
19,049
| – | – | 0.29% | 40 |
|
|
2023
Q4 | $448K | Buy |
19,049
+14,301
| +301% | +$336K | 0.29% | 40 |
|
|
2023
Q3 | $105K | Buy |
4,748
+1,872
| +65% | +$41.4K | 0.08% | 72 |
|
|
2023
Q2 | $66.1K | Hold |
2,876
| – | – | 0.05% | 85 |
|
|
2023
Q1 | $67.3K | Hold |
2,876
| – | – | 0.05% | 78 |
|
|
2022
Q4 | $66K | Buy |
+2,876
| New | +$66K | 0.05% | 78 |
|