Precedent Wealth 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 | $3.02M | Buy |
128,734
+13,538
| +12% | +$318K | 0.74% | 40 |
|
|
2025
Q1 | $2.71M | Buy |
115,196
+42,713
| +59% | +$1.01M | 0.75% | 38 |
|
|
2024
Q4 | $1.71M | Buy |
72,483
+2,648
| +4% | +$62.5K | 0.56% | 43 |
|
|
2024
Q3 | $1.66M | Buy |
69,835
+11,909
| +21% | +$282K | 0.55% | 43 |
|
|
2024
Q2 | $1.36M | Buy |
57,926
+9,289
| +19% | +$218K | 0.55% | 43 |
|
|
2024
Q1 | $1.15M | Buy |
48,637
+10,021
| +26% | +$237K | 0.49% | 45 |
|
|
2023
Q4 | $923K | Buy |
+38,616
| New | +$923K | 0.47% | 49 |
|