Jones Financial Companies
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Jones Financial Companies’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Jones Financial Companies’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 		$253K Buy
11,158
+2,409
+28% +$54.7K ﹤0.01% 1558
2025
Q1 		$199K Buy
8,749
+3,478
+66% +$79.1K ﹤0.01% 1495
2024
Q4 		$121K Buy
5,271
+966
+22% +$22.2K ﹤0.01% 1558
2024
Q3 		$100K Buy
4,305
+3,077
+251% +$71.6K ﹤0.01% 1405
2024
Q2 		$28.1K Buy
+1,228
New +$28.1K ﹤0.01% 1443