Northwestern Mutual Wealth Management’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
56,073
+3,028
| +6% | +$65.1K | ﹤0.01% | 1111 |
|
|
2025
Q1 | $1.14M | Buy |
53,045
+17,919
| +51% | +$387K | ﹤0.01% | 1070 |
|
|
2024
Q4 | $763K | Buy |
35,126
+18,519
| +112% | +$402K | ﹤0.01% | 1162 |
|
|
2024
Q3 | $368K | Buy |
16,607
+6,565
| +65% | +$145K | ﹤0.01% | 1416 |
|
|
2024
Q2 | $219K | Buy |
10,042
+2,047
| +26% | +$44.6K | ﹤0.01% | 1532 |
|
|
2024
Q1 | $177K | Buy |
7,995
+209
| +3% | +$4.62K | ﹤0.01% | 1599 |
|
|
2023
Q4 | $175K | Buy |
7,786
+1,795
| +30% | +$40.2K | ﹤0.01% | 1555 |
|
|
2023
Q3 | $125K | Buy |
5,991
+2,440
| +69% | +$51K | ﹤0.01% | 1625 |
|
|
2023
Q2 | $78K | Sell |
3,551
-1,452
| -29% | -$31.9K | ﹤0.01% | 1828 |
|
|
2023
Q1 | $111K | Buy |
5,003
+1,307
| +35% | +$29.1K | ﹤0.01% | 1646 |
|
|
2022
Q4 | $80.1K | Sell |
3,696
-21,512
| -85% | -$466K | ﹤0.01% | 1752 |
|
|
2022
Q3 | $523K | Buy |
25,208
+1,903
| +8% | +$39.5K | ﹤0.01% | 1023 |
|
|
2022
Q2 | $507K | Buy |
23,305
+1,669
| +8% | +$36.3K | ﹤0.01% | 1039 |
|
|
2022
Q1 | $502K | Sell |
21,636
-756
| -3% | -$17.5K | ﹤0.01% | 1079 |
|
|
2021
Q4 | $573K | Buy |
22,392
+1,237
| +6% | +$31.7K | ﹤0.01% | 1019 |
|
|
2021
Q3 | $536K | Buy |
21,155
+574
| +3% | +$14.5K | ﹤0.01% | 962 |
|
|
2021
Q2 | $528K | Buy |
+20,581
| New | +$528K | ﹤0.01% | 961 |
|