Horizons Wealth Management’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $523K | Hold |
24,327
| – | – | 0.37% | 37 |
|
2025
Q1 | $525K | Hold |
24,327
| – | – | 0.39% | 36 |
|
2024
Q4 | $528K | Buy |
24,327
+17,359
| +249% | +$377K | 0.4% | 36 |
|
2024
Q3 | $154K | Buy |
6,968
+373
| +6% | +$8.26K | 0.12% | 70 |
|
2024
Q2 | $145K | Buy |
6,595
+1,250
| +23% | +$27.4K | 0.11% | 71 |
|
2024
Q1 | $120K | Hold |
5,345
| – | – | 0.08% | 72 |
|
2023
Q4 | $120K | Buy |
+5,345
| New | +$120K | 0.08% | 72 |
|