MTWM
Masso Torrence Wealth Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
12,953
+1,000
| +8% | +$23.6K | 0.14% | 81 |
|
|
2025
Q1 | $282K | Hold |
11,953
| – | – | 0.15% | 80 |
|
|
2024
Q4 | $282K | Hold |
11,953
| – | – | 0.15% | 75 |
|
|
2024
Q3 | $284K | Hold |
11,953
| – | – | 0.15% | 79 |
|
|
2024
Q2 | $281K | Sell |
11,953
-425
| -3% | -$9.99K | 0.16% | 81 |
|
|
2024
Q1 | $292K | Hold |
12,378
| – | – | 0.17% | 77 |
|
|
2023
Q4 | $294K | Buy |
12,378
+425
| +4% | +$10.1K | 0.2% | 68 |
|
|
2023
Q3 | $275K | Hold |
11,953
| – | – | 0.21% | 69 |
|
|
2023
Q2 | $281K | Buy |
11,953
+2,560
| +27% | +$60.2K | 0.2% | 69 |
|
|
2023
Q1 | $223K | Hold |
9,393
| – | – | 0.18% | 81 |
|
|
2022
Q4 | $221K | Buy |
+9,393
| New | +$221K | 0.18% | 80 |
|