SPA
Sentinel Pension Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $831K | Sell |
33,869
-3,101
| -8% | -$76.1K | 0.14% | 59 |
|
2025
Q1 | $905K | Buy |
36,970
+1,464
| +4% | +$35.8K | 0.17% | 57 |
|
2024
Q4 | $870K | Buy |
35,506
+6,116
| +21% | +$150K | 0.16% | 56 |
|
2024
Q3 | $720K | Buy |
29,390
+2,562
| +10% | +$62.7K | 0.14% | 61 |
|
2024
Q2 | $652K | Buy |
26,828
+4,999
| +23% | +$121K | 0.14% | 63 |
|
2024
Q1 | $531K | Buy |
21,829
+5,825
| +36% | +$142K | 0.11% | 64 |
|
2023
Q4 | $393K | Buy |
16,004
+3,002
| +23% | +$73.7K | 0.09% | 70 |
|
2023
Q3 | $312K | Buy |
13,002
+1,680
| +15% | +$40.3K | 0.08% | 77 |
|
2023
Q2 | $276K | Buy |
+11,322
| New | +$276K | 0.07% | 80 |
|