NSG
BSMN

Nalls Sherbakoff Group’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Nalls Sherbakoff Group’s Portfolio BSMN Stock Details BSMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,338
Closed -$33.5K – 487
2023
Q3 		$33.5K Hold
1,338
– – 0.03% 188
2023
Q2 		$33.5K Hold
1,338
– – 0.03% 190
2023
Q1 		$33.6K Buy
+1,338
New +$33.6K 0.03% 197

Other funds holding BSMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Nalls Sherbakoff Group's BSMN Position: Q4 2023 in Review

Nalls Sherbakoff Group sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 1,338 shares — an estimated $33.5K sold.

Nalls Sherbakoff Group first reported a position in BSMN in Q1 2023 and held it in 3 quarters. The position peaked at $33.6K in Q1 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Nalls Sherbakoff Group reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Nalls Sherbakoff Group sold 1,338 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $33.5K.
  • Nalls Sherbakoff Group first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q1 2023 and held it in 3 quarters.
  • Nalls Sherbakoff Group's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $33.6K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.