Savant Capital’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
13,083
| – | – | ﹤0.01% | 1380 |
|
|
2025
Q1 | $303K | Sell |
13,083
-10,821
| -45% | -$251K | ﹤0.01% | 1217 |
|
|
2024
Q4 | $558K | Sell |
23,904
-4,559
| -16% | -$106K | ﹤0.01% | 845 |
|
|
2024
Q3 | $671K | Hold |
28,463
| – | – | 0.01% | 767 |
|
|
2024
Q2 | $661K | Hold |
28,463
| – | – | 0.01% | 704 |
|
|
2024
Q1 | $668K | Hold |
28,463
| – | – | 0.01% | 656 |
|
|
2023
Q4 | $676K | Sell |
28,463
-4,387
| -13% | -$104K | 0.01% | 499 |
|
|
2023
Q3 | $740K | Buy |
32,850
+1,181
| +4% | +$26.6K | 0.01% | 453 |
|
|
2023
Q2 | $740K | Hold |
31,669
| – | – | 0.01% | 443 |
|
|
2023
Q1 | $749K | Buy |
+31,669
| New | +$749K | 0.01% | 385 |
|