MWA
Midland Wealth Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-12,508
| Closed | -$290K | – | 176 |
|
2025
Q1 | $290K | Hold |
12,508
| – | – | 0.02% | 156 |
|
2024
Q4 | $292K | Hold |
12,508
| – | – | 0.02% | 162 |
|
2024
Q3 | $295K | Hold |
12,508
| – | – | 0.02% | 167 |
|
2024
Q2 | $291K | Buy |
+12,508
| New | +$291K | 0.02% | 172 |
|