Savant Capital’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
Q1 | – | Sell |
-10,905
| Closed | -$250K | – | 1599 |
|
|
2024
Q4 | $250K | Sell |
10,905
-4,584
| -30% | -$105K | ﹤0.01% | 1199 |
|
|
2024
Q3 | $360K | Hold |
15,489
| – | – | ﹤0.01% | 1013 |
|
|
2024
Q2 | $355K | Hold |
15,489
| – | – | ﹤0.01% | 916 |
|
|
2024
Q1 | $360K | Hold |
15,489
| – | – | ﹤0.01% | 838 |
|
|
2023
Q4 | $364K | Hold |
15,489
| – | – | ﹤0.01% | 646 |
|
|
2023
Q3 | $343K | Hold |
15,489
| – | – | 0.01% | 618 |
|
|
2023
Q2 | $356K | Hold |
15,489
| – | – | 0.01% | 602 |
|
|
2023
Q1 | $362K | Buy |
+15,489
| New | +$362K | 0.01% | 547 |
|