Integrated Wealth Concepts’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
65,917
+9,667
| +17% | +$220K | 0.02% | 733 |
|
|
2025
Q1 | $1.28M | Buy |
56,250
+5,587
| +11% | +$127K | 0.01% | 722 |
|
|
2024
Q4 | $1.16M | Buy |
50,663
+26,312
| +108% | +$604K | 0.01% | 754 |
|
|
2024
Q3 | $567K | Buy |
24,351
+4,341
| +22% | +$101K | 0.01% | 1028 |
|
|
2024
Q2 | $459K | Buy |
20,010
+41
| +0.2% | +$940 | 0.01% | 1087 |
|
|
2024
Q1 | $464K | Buy |
19,969
+4,573
| +30% | +$106K | 0.01% | 1080 |
|
|
2023
Q4 | $362K | Buy |
15,396
+6,078
| +65% | +$143K | 0.01% | 1159 |
|
|
2023
Q3 | $206K | Hold |
9,318
| – | – | ﹤0.01% | 1400 |
|
|
2023
Q2 | $214K | Buy |
+9,318
| New | +$214K | ﹤0.01% | 1393 |
|