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MONECO 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 | $2.91M | Buy |
125,103
+32,522
| +35% | +$755K | 0.27% | 86 |
|
|
2025
Q1 | $2.15M | Buy |
92,581
+31,006
| +50% | +$719K | 0.22% | 100 |
|
|
2024
Q4 | $1.44M | Buy |
61,575
+13,979
| +29% | +$326K | 0.15% | 143 |
|
|
2024
Q3 | $1.12M | Buy |
47,596
+14,198
| +43% | +$335K | 0.14% | 148 |
|
|
2024
Q2 | $776K | Buy |
33,398
+19,896
| +147% | +$462K | 0.11% | 175 |
|
|
2024
Q1 | $317K | Buy |
13,502
+574
| +4% | +$13.5K | 0.05% | 310 |
|
|
2023
Q4 | $307K | Buy |
+12,928
| New | +$307K | 0.06% | 283 |
|