Northwestern Mutual Wealth Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
117,878
+9,588
| +9% | +$235K | ﹤0.01% | 846 |
|
|
2025
Q1 | $2.65M | Sell |
108,290
-1,295
| -1% | -$31.7K | ﹤0.01% | 834 |
|
|
2024
Q4 | $2.69M | Sell |
109,585
-663
| -0.6% | -$16.3K | ﹤0.01% | 778 |
|
|
2024
Q3 | $2.7M | Buy |
110,248
+34,050
| +45% | +$834K | ﹤0.01% | 771 |
|
|
2024
Q2 | $1.85M | Buy |
76,198
+15,151
| +25% | +$368K | ﹤0.01% | 837 |
|
|
2024
Q1 | $1.49M | Buy |
61,047
+7,332
| +14% | +$178K | ﹤0.01% | 880 |
|
|
2023
Q4 | $1.32M | Buy |
53,715
+455
| +0.9% | +$11.2K | ﹤0.01% | 886 |
|
|
2023
Q3 | $1.28M | Buy |
53,260
+2,823
| +6% | +$67.8K | ﹤0.01% | 858 |
|
|
2023
Q2 | $1.23M | Buy |
50,437
+17,816
| +55% | +$434K | ﹤0.01% | 874 |
|
|
2023
Q1 | $801K | Buy |
32,621
+25,452
| +355% | +$625K | ﹤0.01% | 969 |
|
|
2022
Q4 | $174K | Buy |
7,169
+6,767
| +1,683% | +$165K | ﹤0.01% | 1463 |
|
|
2022
Q3 | $10K | Buy |
+402
| New | +$10K | ﹤0.01% | 2459 |
|
|
2021
Q2 | – | Sell |
-2,145
| Closed | -$55K | – | 3008 |
|
|
2021
Q1 | $55K | Buy |
+2,145
| New | +$55K | ﹤0.01% | 1691 |
|