IFP Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,175
| Closed | -$552K | – | 4771 |
|
|
2024
Q4 | $552K | Sell |
22,175
-2,991
| -12% | -$74.3K | 0.02% | 698 |
|
|
2024
Q3 | $625K | Buy |
25,166
+1,456
| +6% | +$36.2K | 0.02% | 611 |
|
|
2024
Q2 | $588K | Buy |
23,710
+2,918
| +14% | +$72.4K | 0.02% | 604 |
|
|
2024
Q1 | $515K | Sell |
20,792
-2,512
| -11% | -$62.3K | 0.02% | 597 |
|
|
2023
Q4 | $581K | Sell |
23,304
-3,633
| -13% | -$90K | 0.03% | 537 |
|
|
2023
Q3 | $664K | Sell |
26,937
-4,061
| -13% | -$100K | 0.03% | 503 |
|
|
2023
Q2 | $768K | Sell |
30,998
-2,573
| -8% | -$63.7K | 0.03% | 511 |
|
|
2023
Q1 | $839K | Sell |
33,571
-8,629
| -20% | -$214K | 0.04% | 442 |
|
|
2022
Q4 | $1.05M | Sell |
42,200
-2,177
| -5% | -$53.6K | 0.03% | 604 |
|
|
2022
Q3 | $1.11M | Buy |
44,377
+4,123
| +10% | +$103K | 0.03% | 608 |
|
|
2022
Q2 | $1M | Hold |
40,254
| – | – | 0.03% | 584 |
|
|
2022
Q1 | $1M | Buy |
+40,254
| New | +$1.02M | 0.03% | 584 |
|