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InterOcean Capital Group’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

InterOcean Capital Group’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,475
Closed -$216K – 259
2021
Q1 		$216K Hold
8,475
– – 0.01% 217
2020
Q4 		$219K Buy
+8,475
New +$216K 0.01% 204

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RHP
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CPC
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InterOcean Capital Group's BSMR Position: Q2 2021 in Review

InterOcean Capital Group sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2021, closing a stake of 8,475 shares — an estimated $216K sold.

InterOcean Capital Group first reported a position in BSMR in Q4 2020 and held it in 2 quarters. The position peaked at $219K in Q4 2020. 18 funds tracked by Wall St. Rank hold BSMR as of Q2 2021.

  • InterOcean Capital Group reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
  • InterOcean Capital Group sold 8,475 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2021, an estimated $216K.
  • InterOcean Capital Group first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2020 and held it in 2 quarters.
  • InterOcean Capital Group's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $219K in Q4 2020.
  • 18 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2021.

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