Jones Financial Companies
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Jones Financial Companies’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Jones Financial Companies’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$404K Buy
17,241
+6,131
+55% +$144K ﹤0.01% 1361
2025
Q1 		$261K Buy
11,110
+418
+4% +$9.83K ﹤0.01% 1378
2024
Q4 		$252K Buy
10,692
+5,331
+99% +$126K ﹤0.01% 1249
2024
Q3 		$127K Buy
5,361
+4,163
+347% +$98.8K ﹤0.01% 1315
2024
Q2 		$28.1K Buy
+1,198
New +$28.1K ﹤0.01% 1445