Northwestern Mutual Wealth Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
27,033
-2,704
| -9% | -$63.5K | ﹤0.01% | 1305 |
|
|
2025
Q1 | $700K | Buy |
29,737
+7,341
| +33% | +$173K | ﹤0.01% | 1226 |
|
|
2024
Q4 | $529K | Buy |
22,396
+8,530
| +62% | +$201K | ﹤0.01% | 1311 |
|
|
2024
Q3 | $329K | Buy |
13,866
+837
| +6% | +$19.8K | ﹤0.01% | 1458 |
|
|
2024
Q2 | $306K | Buy |
13,029
+1,348
| +12% | +$31.7K | ﹤0.01% | 1421 |
|
|
2024
Q1 | $276K | Buy |
11,681
+7,702
| +194% | +$182K | ﹤0.01% | 1443 |
|
|
2023
Q4 | $95.1K | Sell |
3,979
-3,830
| -49% | -$91.6K | ﹤0.01% | 1800 |
|
|
2023
Q3 | $179K | Buy |
7,809
+1,207
| +18% | +$27.6K | ﹤0.01% | 1495 |
|
|
2023
Q2 | $156K | Buy |
6,602
+2,758
| +72% | +$65.1K | ﹤0.01% | 1560 |
|
|
2023
Q1 | $91.8K | Buy |
3,844
+874
| +29% | +$20.9K | ﹤0.01% | 1720 |
|
|
2022
Q4 | $69.9K | Buy |
2,970
+2,557
| +619% | +$60.1K | ﹤0.01% | 1796 |
|
|
2022
Q3 | $9K | Buy |
+413
| New | +$9K | ﹤0.01% | 2486 |
|