SPA
Sentinel Pension Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Sell |
28,134
-837
| -3% | -$19.6K | 0.11% | 63 |
|
|
2025
Q1 | $682K | Buy |
28,971
+1,484
| +5% | +$34.9K | 0.13% | 60 |
|
|
2024
Q4 | $649K | Buy |
27,487
+7,587
| +38% | +$179K | 0.12% | 61 |
|
|
2024
Q3 | $472K | Buy |
19,900
+2,569
| +15% | +$60.9K | 0.09% | 76 |
|
|
2024
Q2 | $407K | Buy |
17,331
+5,110
| +42% | +$120K | 0.08% | 78 |
|
|
2024
Q1 | $289K | Buy |
+12,221
| New | +$289K | 0.06% | 82 |
|