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Jacobi Capital Management’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Jacobi Capital Management’s Portfolio BSMU Stock Details BSMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$286K Buy
13,279
+2,800
+27% +$60.2K 0.02% 508
2025
Q1 		$226K Sell
10,479
-1,423
-12% -$30.7K 0.02% 537
2024
Q4 		$259K Buy
11,902
+625
+6% +$13.6K 0.02% 504
2024
Q3 		$250K Buy
11,277
+1,435
+15% +$31.8K 0.02% 507
2024
Q2 		$214K Buy
+9,842
New +$214K 0.02% 495