SFG
BSMN

Sterling Financial Group’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Sterling Financial Group’s Portfolio BSMN Stock Details BSMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-28,259
Closed -$708K – 64
2023
Q3 		$708K Buy
28,259
+3,165
+13% +$79.4K 0.44% 29
2023
Q2 		$629K Buy
25,094
+7,638
+44% +$192K 0.42% 27
2023
Q1 		$439K Hold
17,456
– – 0.34% 29
2022
Q4 		$439K Buy
+17,456
New +$437K 0.34% 29

Other funds holding BSMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sterling Financial Group's BSMN Position: Q4 2023 in Review

Sterling Financial Group sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 28,259 shares — an estimated $708K sold.

Sterling Financial Group first reported a position in BSMN in Q4 2022 and held it in 4 quarters. The position peaked at $708K in Q3 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Sterling Financial Group reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sterling Financial Group sold 28,259 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $708K.
  • Sterling Financial Group first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
  • Sterling Financial Group's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $708K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Sterling Financial Group's 13F filing for Q4 2023, filed 17 Jan 2024.