Kestra Advisory Services’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 | $1.67M | Buy |
81,118
+1,727
| +2% | +$35.6K | 0.01% | 1174 |
|
2025
Q1 | $1.65M | Buy |
79,391
+458
| +0.6% | +$9.49K | 0.01% | 1083 |
|
2024
Q4 | $1.65M | Sell |
78,933
-5,806
| -7% | -$122K | 0.01% | 1106 |
|
2024
Q3 | $1.81M | Buy |
84,739
+7,716
| +10% | +$164K | 0.01% | 1002 |
|
2024
Q2 | $1.61M | Buy |
77,023
+18,895
| +33% | +$396K | 0.01% | 1069 |
|
2024
Q1 | $1.24M | Buy |
58,128
+3,888
| +7% | +$82.9K | 0.01% | 1115 |
|
2023
Q4 | $1.17M | Buy |
+54,240
| New | +$1.17M | 0.01% | 1039 |
|
2022
Q4 | – | Sell |
-12,160
| Closed | -$240K | – | 2264 |
|
2022
Q3 | $240K | Buy |
+12,160
| New | +$240K | ﹤0.01% | 1736 |
|