LPL Financial’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 | $6.82M | Sell |
330,576
-11,235
| -3% | -$232K | ﹤0.01% | 2049 |
|
2025
Q1 | $7.09M | Buy |
341,811
+71,520
| +26% | +$1.48M | ﹤0.01% | 1856 |
|
2024
Q4 | $5.66M | Buy |
270,291
+80,300
| +42% | +$1.68M | ﹤0.01% | 1975 |
|
2024
Q3 | $4.05M | Buy |
189,991
+44,206
| +30% | +$942K | ﹤0.01% | 2150 |
|
2024
Q2 | $3.06M | Buy |
145,785
+15,180
| +12% | +$318K | ﹤0.01% | 2226 |
|
2024
Q1 | $2.78M | Buy |
130,605
+82,000
| +169% | +$1.75M | ﹤0.01% | 2235 |
|
2023
Q4 | $1.05M | Buy |
+48,605
| New | +$1.05M | ﹤0.01% | 2976 |
|