Meridian Wealth Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Hold |
33,632
| – | – | 0.03% | 358 |
|
|
2025
Q1 | $792K | Sell |
33,632
-1,952
| -5% | -$46K | 0.04% | 327 |
|
|
2024
Q4 | $840K | Buy |
35,584
+3,164
| +10% | +$74.7K | 0.04% | 320 |
|
|
2024
Q3 | $768K | Buy |
32,420
+1,938
| +6% | +$45.9K | 0.04% | 332 |
|
|
2024
Q2 | $716K | Buy |
+30,482
| New | +$716K | 0.09% | 144 |
|
|
2024
Q1 | – | Sell |
-18,598
| Closed | -$445K | – | 225 |
|
|
2023
Q4 | $445K | Buy |
+18,598
| New | +$445K | 0.03% | 410 |
|