Meridian Wealth Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$789K Hold
2025
Q1
$792K Sell
2024
Q4
$840K Buy
2024
Q3
$768K Buy
2024
Q2
$716K Buy
2024
Q1
Sell
2023
Q4
$445K Buy