SWM
Silverlake Wealth Management’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 | $275K | Hold |
11,847
| – | – | 0.08% | 258 |
|
|
2025
Q1 | $275K | Hold |
11,847
| – | – | 0.1% | 202 |
|
|
2024
Q4 | $276K | Buy |
11,847
+850
| +8% | +$19.8K | 0.11% | 207 |
|
|
2024
Q3 | $259K | Hold |
10,997
| – | – | 0.1% | 221 |
|
|
2024
Q2 | $255K | Hold |
10,997
| – | – | 0.1% | 211 |
|
|
2024
Q1 | $258K | Buy |
+10,997
| New | +$258K | 0.13% | 190 |
|