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MONECO Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.8M | Buy |
114,183
+19,569
| +21% | +$480K | 0.26% | 91 |
|
2025
Q1 | $2.32M | Buy |
94,614
+29,196
| +45% | +$715K | 0.24% | 93 |
|
2024
Q4 | $1.6M | Buy |
65,418
+17,807
| +37% | +$436K | 0.17% | 128 |
|
2024
Q3 | $1.17M | Buy |
47,611
+16,355
| +52% | +$401K | 0.15% | 143 |
|
2024
Q2 | $759K | Buy |
31,256
+22,720
| +266% | +$552K | 0.11% | 178 |
|
2024
Q1 | $208K | Sell |
8,536
-1,160
| -12% | -$28.2K | 0.03% | 394 |
|
2023
Q4 | $238K | Buy |
9,696
+979
| +11% | +$24K | 0.05% | 329 |
|
2023
Q3 | $209K | Buy |
+8,717
| New | +$209K | 0.06% | 316 |
|