OWA
ORBA Wealth Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Hold |
20,000
| – | – | 0.45% | 47 |
|
|
2025
Q1 | $490K | Hold |
20,000
| – | – | 0.25% | 65 |
|
|
2024
Q4 | $490K | Hold |
20,000
| – | – | 0.26% | 63 |
|
|
2024
Q3 | $490K | Hold |
20,000
| – | – | 0.25% | 67 |
|
|
2024
Q2 | $486K | Hold |
20,000
| – | – | 0.25% | 63 |
|
|
2024
Q1 | $487K | Hold |
20,000
| – | – | 0.27% | 58 |
|
|
2023
Q4 | $491K | Buy |
+20,000
| New | +$491K | 0.29% | 49 |
|