PWP
Precedent Wealth Partners’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
128,670
+10,005
| +8% | +$232K | 0.73% | 42 |
|
|
2025
Q1 | $2.75M | Buy |
118,665
+43,745
| +58% | +$1.01M | 0.76% | 33 |
|
|
2024
Q4 | $1.75M | Buy |
74,920
+4,581
| +7% | +$107K | 0.57% | 42 |
|
|
2024
Q3 | $1.66M | Buy |
70,339
+11,490
| +20% | +$271K | 0.55% | 42 |
|
|
2024
Q2 | $1.37M | Buy |
58,849
+9,418
| +19% | +$219K | 0.55% | 42 |
|
|
2024
Q1 | $1.16M | Buy |
49,431
+11,130
| +29% | +$261K | 0.5% | 44 |
|
|
2023
Q4 | $910K | Buy |
+38,301
| New | +$910K | 0.46% | 54 |
|