OneDigital Investment Advisors’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	$565K	Buy	24,058 +852	+4%	+$20K	0.01%	858
2025 Q1	$547K	Buy	23,206 +4,228	+22%	+$99.6K	0.01%	828
2024 Q4	$448K	Hold	18,978	–	–	0.01%	935
2024 Q3	$450K	Hold	18,978	–	–	0.01%	976
2024 Q2	$446K	Buy	+18,978	New	+$446K	0.01%	948