Northwestern Mutual Wealth Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
69,334
+11,098
| +19% | +$252K | ﹤0.01% | 1017 |
|
|
2025
Q1 | $1.32M | Buy |
58,236
+2,802
| +5% | +$63.7K | ﹤0.01% | 1019 |
|
|
2024
Q4 | $1.27M | Buy |
55,434
+8,903
| +19% | +$204K | ﹤0.01% | 990 |
|
|
2024
Q3 | $1.08M | Buy |
46,531
+11,007
| +31% | +$256K | ﹤0.01% | 1031 |
|
|
2024
Q2 | $814K | Buy |
35,524
+27,637
| +350% | +$633K | ﹤0.01% | 1088 |
|
|
2024
Q1 | $183K | Buy |
7,887
+199
| +3% | +$4.63K | ﹤0.01% | 1583 |
|
|
2023
Q4 | $181K | Buy |
7,688
+2,872
| +60% | +$67.5K | ﹤0.01% | 1545 |
|
|
2023
Q3 | $107K | Buy |
4,816
+1,227
| +34% | +$27.1K | ﹤0.01% | 1689 |
|
|
2023
Q2 | $82.5K | Buy |
3,589
+622
| +21% | +$14.3K | ﹤0.01% | 1801 |
|
|
2023
Q1 | $69.4K | Buy |
2,967
+1,285
| +76% | +$30.1K | ﹤0.01% | 1822 |
|
|
2022
Q4 | $38.5K | Sell |
1,682
-16,673
| -91% | -$382K | ﹤0.01% | 2001 |
|
|
2022
Q3 | $403K | Buy |
18,355
+1,831
| +11% | +$40.2K | ﹤0.01% | 1139 |
|
|
2022
Q2 | $379K | Buy |
16,524
+1,430
| +9% | +$32.8K | ﹤0.01% | 1163 |
|
|
2022
Q1 | $363K | Buy |
15,094
+693
| +5% | +$16.7K | ﹤0.01% | 1203 |
|
|
2021
Q4 | $376K | Buy |
14,401
+3,379
| +31% | +$88.2K | ﹤0.01% | 1186 |
|
|
2021
Q3 | $286K | Buy |
11,022
+542
| +5% | +$14.1K | ﹤0.01% | 1210 |
|
|
2021
Q2 | $275K | Buy |
+10,480
| New | +$275K | ﹤0.01% | 1200 |
|