PWP
Precedent Wealth Partners’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
156,969
+15,574
| +11% | +$321K | 0.79% | 30 |
|
|
2025
Q1 | $2.93M | Buy |
141,395
+67,193
| +91% | +$1.39M | 0.81% | 28 |
|
|
2024
Q4 | $1.55M | Buy |
74,202
+3,171
| +4% | +$66.4K | 0.51% | 54 |
|
|
2024
Q3 | $1.51M | Buy |
71,031
+13,419
| +23% | +$286K | 0.5% | 53 |
|
|
2024
Q2 | $1.21M | Buy |
57,612
+8,932
| +18% | +$187K | 0.49% | 55 |
|
|
2024
Q1 | $1.04M | Buy |
48,680
+11,056
| +29% | +$236K | 0.45% | 57 |
|
|
2023
Q4 | $814K | Buy |
+37,624
| New | +$814K | 0.41% | 67 |
|