Integrated Wealth Concepts’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Integrated Wealth Concepts’s Portfolio BSMT Stock Details BSMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.5M	Buy
2025 Q1	$1.28M	Buy
2024 Q4	$1.16M	Buy
2024 Q3	$567K	Buy
2024 Q2	$459K	Buy
2024 Q1	$464K	Buy
2023 Q4	$362K	Buy
2023 Q3	$206K	Hold
2023 Q2	$214K	Buy