Precedent Wealth Partners’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
140,313
+10,491
| +8% | +$226K | 0.74% | 41 |
|
|
2025
Q1 | $2.8M | Buy |
129,822
+55,551
| +75% | +$1.2M | 0.78% | 31 |
|
|
2024
Q4 | $1.61M | Buy |
74,271
+2,878
| +4% | +$62.5K | 0.53% | 51 |
|
|
2024
Q3 | $1.58M | Buy |
71,393
+12,807
| +22% | +$284K | 0.52% | 48 |
|
|
2024
Q2 | $1.28M | Buy |
58,586
+8,581
| +17% | +$187K | 0.51% | 49 |
|
|
2024
Q1 | $1.11M | Buy |
50,005
+12,169
| +32% | +$269K | 0.48% | 50 |
|
|
2023
Q4 | $848K | Buy |
+37,836
| New | +$848K | 0.43% | 58 |
|