Northwestern Mutual Wealth Management’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $856K | Sell |
41,498
-917
| -2% | -$18.9K | ﹤0.01% | 1204 |
|
2025
Q1 | $879K | Buy |
42,415
+12,705
| +43% | +$263K | ﹤0.01% | 1154 |
|
2024
Q4 | $622K | Buy |
29,710
+19,083
| +180% | +$399K | ﹤0.01% | 1255 |
|
2024
Q3 | $226K | Hold |
10,627
| – | – | ﹤0.01% | 1583 |
|
2024
Q2 | $223K | Buy |
10,627
+1,982
| +23% | +$41.5K | ﹤0.01% | 1528 |
|
2024
Q1 | $184K | Buy |
8,645
+217
| +3% | +$4.62K | ﹤0.01% | 1580 |
|
2023
Q4 | $182K | Buy |
8,428
+66
| +0.8% | +$1.43K | ﹤0.01% | 1543 |
|
2023
Q3 | $167K | Buy |
8,362
+3,719
| +80% | +$74.4K | ﹤0.01% | 1518 |
|
2023
Q2 | $98.2K | Sell |
4,643
-1,268
| -21% | -$26.8K | ﹤0.01% | 1724 |
|
2023
Q1 | $127K | Buy |
5,911
+858
| +17% | +$18.4K | ﹤0.01% | 1600 |
|
2022
Q4 | $105K | Buy |
+5,053
| New | +$105K | ﹤0.01% | 1630 |
|