Integrated Wealth Concepts’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
47,264
+9,843
| +26% | +$212K | 0.01% | 906 |
|
|
2025
Q1 | $808K | Sell |
37,421
-7,811
| -17% | -$169K | 0.01% | 918 |
|
|
2024
Q4 | $982K | Buy |
45,232
+27,681
| +158% | +$601K | 0.01% | 818 |
|
|
2024
Q3 | $389K | Buy |
17,551
+1,123
| +7% | +$24.9K | ﹤0.01% | 1199 |
|
|
2024
Q2 | $358K | Buy |
16,428
+21
| +0.1% | +$457 | ﹤0.01% | 1217 |
|
|
2024
Q1 | $363K | Buy |
16,407
+1,140
| +7% | +$25.2K | 0.01% | 1218 |
|
|
2023
Q4 | $342K | Buy |
+15,267
| New | +$342K | 0.01% | 1195 |
|