MB, Levis & Associates’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
60,474
+8,855
| +17% | +$217K | 0.65% | 28 |
|
|
2025
Q1 | $1.27M | Buy |
51,619
+2,035
| +4% | +$50.1K | 0.59% | 30 |
|
|
2024
Q4 | $1.24M | Buy |
49,584
+2,455
| +5% | +$61.6K | 0.62% | 28 |
|
|
2024
Q3 | $1.21M | Buy |
47,129
+467
| +1% | +$12K | 0.6% | 29 |
|
|
2024
Q2 | $1.18M | Buy |
46,662
+12,278
| +36% | +$310K | 0.62% | 28 |
|
|
2024
Q1 | $877K | Buy |
34,384
+6,170
| +22% | +$157K | 0.47% | 34 |
|
|
2023
Q4 | $735K | Buy |
28,214
+8,380
| +42% | +$218K | 0.42% | 35 |
|
|
2023
Q3 | $475K | Buy |
19,834
+7,217
| +57% | +$173K | 0.31% | 41 |
|
|
2023
Q2 | $321K | Buy |
+12,617
| New | +$321K | 0.21% | 48 |
|