Integrated Wealth Concepts’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Buy |
38,548
+72
| +0.2% | +$1.49K | 0.01% | 1043 |
|
|
2025
Q1 | $798K | Sell |
38,476
-7,714
| -17% | -$160K | 0.01% | 924 |
|
|
2024
Q4 | $967K | Buy |
46,190
+28,746
| +165% | +$602K | 0.01% | 824 |
|
|
2024
Q3 | $372K | Buy |
17,444
+24
| +0.1% | +$511 | ﹤0.01% | 1217 |
|
|
2024
Q2 | $365K | Buy |
17,420
+135
| +0.8% | +$2.83K | 0.01% | 1200 |
|
|
2024
Q1 | $368K | Buy |
17,285
+1,185
| +7% | +$25.3K | 0.01% | 1202 |
|
|
2023
Q4 | $348K | Buy |
+16,100
| New | +$348K | 0.01% | 1185 |
|