Sterling Financial Group’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
17,228
-694
| -4% | -$17K | 0.14% | 53 |
|
|
2025
Q1 | $439K | Buy |
17,922
+2,435
| +16% | +$59.6K | 0.16% | 44 |
|
|
2024
Q4 | $380K | Buy |
15,487
+200
| +1% | +$4.9K | 0.14% | 51 |
|
|
2024
Q3 | $374K | Hold |
15,287
| – | – | 0.16% | 49 |
|
|
2024
Q2 | $371K | Sell |
15,287
-2,080
| -12% | -$50.5K | 0.17% | 49 |
|
|
2024
Q1 | $423K | Sell |
17,367
-12,641
| -42% | -$308K | 0.2% | 43 |
|
|
2023
Q4 | $736K | Hold |
30,008
| – | – | 0.44% | 25 |
|
|
2023
Q3 | $720K | Buy |
30,008
+4,205
| +16% | +$101K | 0.45% | 27 |
|
|
2023
Q2 | $628K | Buy |
25,803
+8,002
| +45% | +$195K | 0.42% | 28 |
|
|
2023
Q1 | $433K | Hold |
17,801
| – | – | 0.33% | 32 |
|
|
2022
Q4 | $433K | Buy |
+17,801
| New | +$433K | 0.33% | 32 |
|