Key Financial Inc’s Invesco BulletShares 2021 Municipal Bond ETF BSML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-10,647
Closed -$269K 1016
2021
Q3
$269K Hold
10,647
0.15% 118
2021
Q2
$269K Hold
10,647
0.15% 125
2021
Q1
$270K Buy
10,647
+1,180
+12% +$29.9K 0.18% 111
2020
Q4
$240K Hold
9,467
0.18% 106
2020
Q3
$240K Buy
+9,467
New +$240K 0.25% 93

Key Financial Inc's BSML Position: Q4 2021 in Review

Key Financial Inc sold out of Invesco BulletShares 2021 Municipal Bond ETF (BSML) in Q4 2021, closing a stake of 10,647 shares — an estimated $269K sold.

Key Financial Inc first reported a position in BSML in Q3 2020 and held it in 5 quarters. The position peaked at $270K in Q1 2021. 0 funds tracked by Wall St. Rank hold BSML as of Q4 2021.

  • Key Financial Inc reported no remaining Invesco BulletShares 2021 Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Key Financial Inc sold 10,647 Invesco BulletShares 2021 Municipal Bond ETF shares in Q4 2021, an estimated $269K.
  • Key Financial Inc first reported a position in Invesco BulletShares 2021 Municipal Bond ETF in Q3 2020 and held it in 5 quarters.
  • Key Financial Inc's Invesco BulletShares 2021 Municipal Bond ETF position peaked at $270K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Municipal Bond ETF as of Q4 2021.

Based on Key Financial Inc's 13F filing for Q4 2021, filed 19 Jan 2022.