MB, Levis & Associates’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
65,522
+4,754
| +8% | +$102K | 0.62% | 29 |
|
|
2025
Q1 | $1.31M | Buy |
60,768
+4,297
| +8% | +$92.7K | 0.61% | 28 |
|
|
2024
Q4 | $1.23M | Buy |
56,471
+1,386
| +3% | +$30.1K | 0.61% | 30 |
|
|
2024
Q3 | $1.22M | Buy |
55,085
+2,862
| +5% | +$63.4K | 0.6% | 28 |
|
|
2024
Q2 | $1.14M | Buy |
52,223
+16,127
| +45% | +$351K | 0.6% | 31 |
|
|
2024
Q1 | $798K | Buy |
36,096
+2,605
| +8% | +$57.6K | 0.43% | 37 |
|
|
2023
Q4 | $751K | Buy |
33,491
+9,429
| +39% | +$211K | 0.43% | 34 |
|
|
2023
Q3 | $503K | Buy |
24,062
+2,139
| +10% | +$44.7K | 0.33% | 40 |
|
|
2023
Q2 | $482K | Buy |
21,923
+3,747
| +21% | +$82.3K | 0.31% | 40 |
|
|
2023
Q1 | $404K | Buy |
18,176
+5,323
| +41% | +$118K | 0.28% | 42 |
|
|
2022
Q4 | $279K | Buy |
+12,853
| New | +$279K | 0.22% | 47 |
|