MB, Levis & Associates’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 | $1.29M | Buy |
62,646
+587
| +0.9% | +$12.1K | 0.57% | 32 |
|
|
2025
Q1 | $1.29M | Buy |
62,059
+4,462
| +8% | +$92.5K | 0.6% | 29 |
|
|
2024
Q4 | $1.21M | Buy |
57,597
+1,726
| +3% | +$36.1K | 0.6% | 32 |
|
|
2024
Q3 | $1.19M | Buy |
55,871
+5,425
| +11% | +$116K | 0.59% | 32 |
|
|
2024
Q2 | $1.06M | Buy |
50,446
+12,333
| +32% | +$259K | 0.56% | 36 |
|
|
2024
Q1 | $812K | Buy |
38,113
+6,839
| +22% | +$146K | 0.44% | 35 |
|
|
2023
Q4 | $677K | Buy |
31,274
+11,735
| +60% | +$254K | 0.39% | 37 |
|
|
2023
Q3 | $391K | Buy |
19,539
+1,586
| +9% | +$31.7K | 0.25% | 44 |
|
|
2023
Q2 | $380K | Buy |
17,953
+4,771
| +36% | +$101K | 0.24% | 43 |
|
|
2023
Q1 | $282K | Buy |
+13,182
| New | +$282K | 0.2% | 51 |
|