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Jacobi Capital Management’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Jacobi Capital Management’s Portfolio BSMV Stock Details BSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$285K Buy
13,805
+2,925
+27% +$60.3K 0.02% 510
2025
Q1 		$226K Sell
10,880
-1,468
-12% -$30.4K 0.02% 539
2024
Q4 		$258K Buy
12,348
+700
+6% +$14.7K 0.02% 505
2024
Q3 		$248K Buy
11,648
+1,453
+14% +$31K 0.02% 512
2024
Q2 		$214K Buy
+10,195
New +$214K 0.02% 496