ORG Partners’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 | $20K | Hold |
850
| – | – | ﹤0.01% | 761 |
|
|
2025
Q1 | $20K | Hold |
850
| – | – | ﹤0.01% | 687 |
|
|
2024
Q4 | $20.1K | Hold |
850
| – | – | ﹤0.01% | 743 |
|
|
2024
Q3 | $20.1K | Hold |
850
| – | – | ﹤0.01% | 676 |
|
|
2024
Q2 | $19.9K | Buy |
+850
| New | +$19.9K | ﹤0.01% | 1073 |
|
|
2024
Q1 | – | Sell |
-850
| Closed | -$20.3K | – | 609 |
|
|
2023
Q4 | $20.3K | Hold |
850
| – | – | ﹤0.01% | 665 |
|
|
2023
Q3 | $19.5K | Hold |
850
| – | – | 0.01% | 707 |
|
|
2023
Q2 | $20K | Buy |
+850
| New | +$20K | ﹤0.01% | 876 |
|