LPL Financial’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
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|
2025
Q1 | $7.98M | Buy |
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|
2024
Q4 | $7.04M | Buy |
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|
2024
Q3 | $6.64M | Buy |
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|
2024
Q2 | $5.06M | Buy |
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|
2024
Q1 | $4.79M | Buy |
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|
2023
Q4 | $4.26M | Buy |
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|
2023
Q3 | $3.7M | Buy |
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|
2023
Q2 | $3.04M | Sell |
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|
2023
Q1 | $3.78M | Buy |
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|
2022
Q4 | $3.44M | Buy |
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|
2022
Q3 | $2.28M | Buy |
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|
2022
Q2 | $2.12M | Sell |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $872K | Buy |
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|
2021
Q3 | $702K | Buy |
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|
2021
Q2 | $664K | Buy |
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|
2021
Q1 | $516K | Buy |
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|
2020
Q4 | $372K | Buy |
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|
2020
Q3 | $319K | Buy |
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