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InterOcean Capital Group’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

InterOcean Capital Group’s Portfolio BSMT Stock Details BSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,365
Closed -$215K – 261
2021
Q1 		$215K Hold
8,365
– – 0.01% 219
2020
Q4 		$219K Buy
+8,365
New +$215K 0.01% 206

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

InterOcean Capital Group sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q2 2021, closing a stake of 8,365 shares — an estimated $215K sold.

InterOcean Capital Group first reported a position in BSMT in Q4 2020 and held it in 2 quarters. The position peaked at $219K in Q4 2020. 15 funds tracked by Wall St. Rank hold BSMT as of Q2 2021.

  • InterOcean Capital Group reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
  • InterOcean Capital Group sold 8,365 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2021, an estimated $215K.
  • InterOcean Capital Group first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2020 and held it in 2 quarters.
  • InterOcean Capital Group's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $219K in Q4 2020.
  • 15 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2021.

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