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Jacobi Capital Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Jacobi Capital Management’s Portfolio BSMT Stock Details BSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$284K Buy
12,526
+2,550
+26% +$57.9K 0.02% 511
2025
Q1 		$227K Sell
9,976
-1,352
-12% -$30.7K 0.02% 535
2024
Q4 		$260K Buy
11,328
+600
+6% +$13.8K 0.02% 499
2024
Q3 		$250K Buy
10,728
+1,369
+15% +$31.9K 0.02% 509
2024
Q2 		$214K Buy
+9,359
New +$214K 0.02% 494