SPA
Sentinel Pension Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Sell |
28,668
-841
| -3% | -$19.1K | 0.11% | 65 |
|
|
2025
Q1 | $671K | Buy |
29,509
+3,494
| +13% | +$79.5K | 0.12% | 61 |
|
|
2024
Q4 | $597K | Buy |
26,015
+6,459
| +33% | +$148K | 0.11% | 66 |
|
|
2024
Q3 | $455K | Buy |
19,556
+5,178
| +36% | +$120K | 0.09% | 80 |
|
|
2024
Q2 | $329K | Buy |
14,378
+5,208
| +57% | +$119K | 0.07% | 89 |
|
|
2024
Q1 | $213K | Buy |
+9,170
| New | +$213K | 0.05% | 102 |
|