Meridian Wealth Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$594K Buy
26,155
+4,416
+20% +$100K 0.03% 408
2025
Q1
$494K Buy
21,739
+5,400
+33% +$123K 0.02% 411
2024
Q4
$375K Hold
16,339
0.02% 478
2024
Q3
$380K Buy
16,339
+4,518
+38% +$105K 0.02% 473
2024
Q2
$271K Buy
+11,821
New +$271K 0.03% 248