Jones Financial Companies’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128K Sell
6,237
-5,294
-46% -$109K ﹤0.01% 1839
2025
Q1
$238K Buy
11,531
+2,262
+24% +$46.7K ﹤0.01% 1428
2024
Q4
$194K Buy
9,269
+7,215
+351% +$151K ﹤0.01% 1370
2024
Q3
$43.8K Buy
2,054
+709
+53% +$15.1K ﹤0.01% 1692
2024
Q2
$28.2K Buy
+1,345
New +$28.2K ﹤0.01% 1439