Savant Capital’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 | $723K | Buy |
30,820
+19
| +0.1% | +$446 | ﹤0.01% | 929 |
|
|
2025
Q1 | $725K | Sell |
30,801
-13,674
| -31% | -$322K | 0.01% | 862 |
|
|
2024
Q4 | $1.05M | Sell |
44,475
-1,981
| -4% | -$46.8K | 0.01% | 632 |
|
|
2024
Q3 | $1.1M | Buy |
46,456
+14,070
| +43% | +$333K | 0.01% | 605 |
|
|
2024
Q2 | $760K | Hold |
32,386
| – | – | 0.01% | 671 |
|
|
2024
Q1 | $766K | Hold |
32,386
| – | – | 0.01% | 621 |
|
|
2023
Q4 | $774K | Sell |
32,386
-4,967
| -13% | -$119K | 0.01% | 467 |
|
|
2023
Q3 | $855K | Buy |
37,353
+155
| +0.4% | +$3.55K | 0.01% | 421 |
|
|
2023
Q2 | $878K | Sell |
37,198
-13,673
| -27% | -$323K | 0.01% | 408 |
|
|
2023
Q1 | $1.21M | Buy |
+50,871
| New | +$1.21M | 0.02% | 297 |
|