MWA
Midland Wealth Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-11,273
| Closed | -$266K | – | 174 |
|
2025
Q1 | $266K | Hold |
11,273
| – | – | 0.02% | 162 |
|
2024
Q4 | $266K | Hold |
11,273
| – | – | 0.02% | 171 |
|
2024
Q3 | $268K | Hold |
11,273
| – | – | 0.02% | 171 |
|
2024
Q2 | $265K | Buy |
11,273
+1,500
| +15% | +$35.2K | 0.02% | 179 |
|
2024
Q1 | $230K | Hold |
9,773
| – | – | 0.01% | 179 |
|
2023
Q4 | $232K | Buy |
+9,773
| New | +$232K | 0.02% | 176 |
|