Midland Wealth Advisors’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 | – | Sell |
-20,194
| Closed | -$476K | – | 175 |
|
|
2025
Q1 | $476K | Hold |
20,194
| – | – | 0.03% | 130 |
|
|
2024
Q4 | $477K | Hold |
20,194
| – | – | 0.03% | 137 |
|
|
2024
Q3 | $479K | Hold |
20,194
| – | – | 0.03% | 139 |
|
|
2024
Q2 | $474K | Buy |
20,194
+1,075
| +6% | +$25.2K | 0.03% | 145 |
|
|
2024
Q1 | $452K | Hold |
19,119
| – | – | 0.03% | 144 |
|
|
2023
Q4 | $457K | Buy |
+19,119
| New | +$457K | 0.03% | 142 |
|