Jones Financial Companies
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Jones Financial Companies’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Jones Financial Companies’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 		$554K Buy
23,899
+8,778
+58% +$204K ﹤0.01% 1240
2025
Q1 		$350K Buy
15,121
+9,271
+158% +$215K ﹤0.01% 1272
2024
Q4 		$136K Buy
5,850
+100
+2% +$2.33K ﹤0.01% 1506
2024
Q3 		$135K Buy
5,750
+4,539
+375% +$107K ﹤0.01% 1287
2024
Q2 		$28.1K Buy
+1,211
New +$28.1K ﹤0.01% 1444