LPL Financial’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
-20,562
Closed -$519K 4516
2021
Q3
$519K Buy
20,562
+10,658
+108% +$269K ﹤0.01% 3184
2021
Q2
$250K Buy
+9,904
New +$251K ﹤0.01% 3738
2021
Q1
Sell
-8,581
Closed -$217K 4180
2020
Q4
$217K Buy
8,581
+378
+5% +$9.57K ﹤0.01% 3459
2020
Q3
$208K Sell
8,203
-7,543
-48% -$191K ﹤0.01% 3167
2020
Q2
$399K Buy
+15,746
New +$397K ﹤0.01% 2603

LPL Financial's BSML Position: Q4 2021 in Review

LPL Financial sold out of Invesco BulletShares 2021 Municipal Bond ETF (BSML) in Q4 2021, closing a stake of 20,562 shares — an estimated $519K sold.

LPL Financial first reported a position in BSML in Q2 2020 and held it in 5 quarters. The position peaked at $519K in Q3 2021. 0 funds tracked by Wall St. Rank hold BSML as of Q4 2021.

  • LPL Financial reported no remaining Invesco BulletShares 2021 Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 20,562 Invesco BulletShares 2021 Municipal Bond ETF shares in Q4 2021, an estimated $519K.
  • LPL Financial first reported a position in Invesco BulletShares 2021 Municipal Bond ETF in Q2 2020 and held it in 5 quarters.
  • LPL Financial's Invesco BulletShares 2021 Municipal Bond ETF position peaked at $519K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Municipal Bond ETF as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.