Integrated Wealth Concepts’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 | $3.12M | Buy |
133,095
+40,933
| +44% | +$961K | 0.03% | 481 |
|
|
2025
Q1 | $2.17M | Buy |
92,162
+24,864
| +37% | +$586K | 0.03% | 558 |
|
|
2024
Q4 | $1.59M | Buy |
67,298
+25,716
| +62% | +$607K | 0.02% | 642 |
|
|
2024
Q3 | $985K | Buy |
41,582
+4,211
| +11% | +$99.8K | 0.01% | 807 |
|
|
2024
Q2 | $877K | Hold |
37,371
| – | – | 0.01% | 818 |
|
|
2024
Q1 | $884K | Buy |
37,371
+22,109
| +145% | +$523K | 0.01% | 815 |
|
|
2023
Q4 | $365K | Buy |
+15,262
| New | +$365K | 0.01% | 1156 |
|