IWP
Insight Wealth Partners’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
105,210
-27,187
| -21% | -$585K | 0.88% | 20 |
|
|
2025
Q1 | $2.86M | Sell |
132,397
-1,353
| -1% | -$29.2K | 0.48% | 16 |
|
|
2024
Q4 | $2.91M | Sell |
133,750
-1,103
| -0.8% | -$24K | 0.4% | 16 |
|
|
2024
Q3 | $2.99M | Sell |
134,853
-1,119
| -0.8% | -$24.8K | 0.59% | 15 |
|
|
2024
Q2 | $2.96M | Sell |
135,972
-1,898
| -1% | -$41.3K | 0.51% | 11 |
|
|
2024
Q1 | $3.05M | Sell |
137,870
-31,047
| -18% | -$687K | 0.53% | 11 |
|
|
2023
Q4 | $3.79M | Sell |
168,917
-2,578
| -2% | -$57.8K | 0.66% | 8 |
|
|
2023
Q3 | $3.58M | Sell |
171,495
-18,871
| -10% | -$394K | 0.69% | 8 |
|
|
2023
Q2 | $4.18M | Sell |
190,366
-4,888
| -3% | -$107K | 0.97% | 8 |
|
|
2023
Q1 | $4.34M | Buy |
195,254
+348
| +0.2% | +$7.74K | 0.97% | 8 |
|
|
2022
Q4 | $4.22M | Buy |
+194,906
| New | +$4.22M | 3.16% | 8 |
|