Meridian Wealth Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Hold |
32,532
| – | – | 0.03% | 361 |
|
|
2025
Q1 | $768K | Sell |
32,532
-1,956
| -6% | -$46.2K | 0.04% | 335 |
|
|
2024
Q4 | $813K | Buy |
34,488
+14
| +0% | +$330 | 0.04% | 328 |
|
|
2024
Q3 | $818K | Buy |
34,474
+5,115
| +17% | +$121K | 0.04% | 316 |
|
|
2024
Q2 | $690K | Buy |
+29,359
| New | +$690K | 0.08% | 148 |
|
|
2024
Q1 | – | Sell |
-14,891
| Closed | -$354K | – | 224 |
|
|
2023
Q4 | $354K | Buy |
+14,891
| New | +$354K | 0.02% | 457 |
|