SPA
Sentinel Pension Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Sell |
27,099
-844
| -3% | -$19.6K | 0.11% | 67 |
|
|
2025
Q1 | $648K | Buy |
27,943
+2,091
| +8% | +$48.5K | 0.12% | 62 |
|
|
2024
Q4 | $603K | Buy |
25,852
+6,360
| +33% | +$148K | 0.11% | 65 |
|
|
2024
Q3 | $460K | Buy |
19,492
+5,123
| +36% | +$121K | 0.09% | 78 |
|
|
2024
Q2 | $334K | Buy |
14,369
+5,139
| +56% | +$119K | 0.07% | 87 |
|
|
2024
Q1 | $217K | Buy |
+9,230
| New | +$217K | 0.05% | 101 |
|