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Jacobi Capital Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Jacobi Capital Management’s Portfolio BSMS Stock Details BSMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$286K Buy
12,332
+2,500
+25% +$58.1K 0.02% 507
2025
Q1 		$228K Sell
9,832
-1,338
-12% -$31K 0.02% 534
2024
Q4 		$261K Buy
11,170
+540
+5% +$12.6K 0.02% 498
2024
Q3 		$251K Buy
10,630
+1,377
+15% +$32.5K 0.02% 503
2024
Q2 		$215K Buy
+9,253
New +$215K 0.02% 491