Northwestern Mutual Wealth Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Sell |
33,751
-4,889
| -13% | -$114K | ﹤0.01% | 1235 |
|
|
2025
Q1 | $895K | Buy |
38,640
+8,355
| +28% | +$194K | ﹤0.01% | 1147 |
|
|
2024
Q4 | $707K | Buy |
30,285
+10,038
| +50% | +$234K | ﹤0.01% | 1189 |
|
|
2024
Q3 | $477K | Buy |
20,247
+1,636
| +9% | +$38.6K | ﹤0.01% | 1316 |
|
|
2024
Q2 | $432K | Buy |
18,611
+2,847
| +18% | +$66.1K | ﹤0.01% | 1311 |
|
|
2024
Q1 | $370K | Buy |
15,764
+5,962
| +61% | +$140K | ﹤0.01% | 1333 |
|
|
2023
Q4 | $233K | Sell |
9,802
-1,675
| -15% | -$39.8K | ﹤0.01% | 1453 |
|
|
2023
Q3 | $259K | Buy |
11,477
+1,204
| +12% | +$27.1K | ﹤0.01% | 1375 |
|
|
2023
Q2 | $240K | Buy |
10,273
+3,176
| +45% | +$74.2K | ﹤0.01% | 1398 |
|
|
2023
Q1 | $168K | Buy |
7,097
+963
| +16% | +$22.8K | ﹤0.01% | 1504 |
|
|
2022
Q4 | $142K | Buy |
6,134
+3,749
| +157% | +$87.1K | ﹤0.01% | 1524 |
|
|
2022
Q3 | $53K | Buy |
+2,385
| New | +$53K | ﹤0.01% | 1885 |
|