IBEX Wealth Advisors’s Invesco BulletShares 2021 Municipal Bond ETF BSML Stock Holding History

IBEX Wealth Advisors’s Portfolio BSML Stock Details BSML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,229	Closed	-$31K	–	448
2021 Q3	$31K	Buy	+1,229	New	+$31K	0.01%	294

IBEX Wealth Advisors's BSML Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Invesco BulletShares 2021 Municipal Bond ETF (BSML) in Q4 2021, closing a stake of 1,229 shares — an estimated $31K sold.

IBEX Wealth Advisors first reported a position in BSML in Q3 2021 and held it in 1 quarter. The position peaked at $31K in Q3 2021. 0 funds tracked by Wall St. Rank hold BSML as of Q4 2021.

IBEX Wealth Advisors reported no remaining Invesco BulletShares 2021 Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 1,229 Invesco BulletShares 2021 Municipal Bond ETF shares in Q4 2021, an estimated $31K.
IBEX Wealth Advisors first reported a position in Invesco BulletShares 2021 Municipal Bond ETF in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Invesco BulletShares 2021 Municipal Bond ETF position peaked at $31K in Q3 2021.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Municipal Bond ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.