Precedent Wealth Partners’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
118,476
+9,121
| +8% | +$207K | 0.66% | 46 |
|
|
2025
Q1 | $2.49M | Buy |
109,355
+36,421
| +50% | +$828K | 0.69% | 43 |
|
|
2024
Q4 | $1.67M | Buy |
72,934
+2,714
| +4% | +$62.3K | 0.55% | 45 |
|
|
2024
Q3 | $1.63M | Buy |
70,220
+11,643
| +20% | +$271K | 0.54% | 44 |
|
|
2024
Q2 | $1.34M | Buy |
58,577
+8,446
| +17% | +$194K | 0.54% | 46 |
|
|
2024
Q1 | $1.17M | Buy |
50,131
+11,080
| +28% | +$257K | 0.5% | 43 |
|
|
2023
Q4 | $918K | Buy |
+39,051
| New | +$918K | 0.47% | 51 |
|