IFP Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.3K | Buy |
1,587
+6
| +0.4% | +$141 | ﹤0.01% | 2201 |
|
|
2025
Q1 | $37.2K | Sell |
1,581
-627
| -28% | -$14.8K | ﹤0.01% | 2036 |
|
|
2024
Q4 | $52.1K | Buy |
2,208
+221
| +11% | +$5.22K | ﹤0.01% | 1816 |
|
|
2024
Q3 | $47.1K | Buy |
1,987
+9
| +0.5% | +$213 | ﹤0.01% | 1764 |
|
|
2024
Q2 | $46.4K | Buy |
1,978
+1,278
| +183% | +$30K | ﹤0.01% | 1711 |
|
|
2024
Q1 | $16.6K | Hold |
700
| – | – | ﹤0.01% | 2061 |
|
|
2023
Q4 | $16.7K | Hold |
700
| – | – | ﹤0.01% | 1990 |
|
|
2023
Q3 | $16K | Hold |
700
| – | – | ﹤0.01% | 2046 |
|
|
2023
Q2 | $16.5K | Hold |
700
| – | – | ﹤0.01% | 2104 |
|
|
2023
Q1 | $17.5K | Hold |
700
| – | – | ﹤0.01% | 2069 |
|
|
2022
Q4 | $17K | Buy |
+700
| New | +$17K | ﹤0.01% | 3011 |
|