Kestra Advisory Services’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
75,968
+2,203
| +3% | +$50K | 0.01% | 1154 |
|
|
2025
Q1 | $1.68M | Buy |
73,765
+157
| +0.2% | +$3.57K | 0.01% | 1073 |
|
|
2024
Q4 | $1.69M | Sell |
73,608
-4,031
| -5% | -$92.5K | 0.01% | 1095 |
|
|
2024
Q3 | $1.81M | Buy |
77,639
+500
| +0.6% | +$11.6K | 0.01% | 1000 |
|
|
2024
Q2 | $1.77M | Buy |
77,139
+18,494
| +32% | +$424K | 0.01% | 1027 |
|
|
2024
Q1 | $1.36M | Sell |
58,645
-3,750
| -6% | -$87.1K | 0.01% | 1054 |
|
|
2023
Q4 | $1.47M | Buy |
+62,395
| New | +$1.47M | 0.01% | 951 |
|