ICG
BSMP

InterOcean Capital Group’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

InterOcean Capital Group’s Portfolio BSMP Stock Details BSMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,309
Closed -$214K – 257
2021
Q1 		$214K Hold
8,309
– – 0.01% 221
2020
Q4 		$216K Buy
+8,309
New +$215K 0.01% 208

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BFA
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CIC
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SWP
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return

InterOcean Capital Group's BSMP Position: Q2 2021 in Review

InterOcean Capital Group sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q2 2021, closing a stake of 8,309 shares — an estimated $214K sold.

InterOcean Capital Group first reported a position in BSMP in Q4 2020 and held it in 2 quarters. The position peaked at $216K in Q4 2020. 24 funds tracked by Wall St. Rank hold BSMP as of Q2 2021.

  • InterOcean Capital Group reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
  • InterOcean Capital Group sold 8,309 Invesco BulletShares 2025 Municipal Bond ETF shares in Q2 2021, an estimated $214K.
  • InterOcean Capital Group first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2020 and held it in 2 quarters.
  • InterOcean Capital Group's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $216K in Q4 2020.
  • 24 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q2 2021.

Based on InterOcean Capital Group's 13F filing for Q2 2021, filed 9 Aug 2021.