Sterling Financial Group’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
18,423
-155
| -0.8% | -$3.64K | 0.15% | 52 |
|
|
2025
Q1 | $438K | Buy |
18,578
+2,500
| +16% | +$58.9K | 0.16% | 46 |
|
|
2024
Q4 | $379K | Buy |
16,078
+247
| +2% | +$5.83K | 0.14% | 52 |
|
|
2024
Q3 | $375K | Hold |
15,831
| – | – | 0.16% | 48 |
|
|
2024
Q2 | $372K | Sell |
15,831
-2,780
| -15% | -$65.3K | 0.17% | 47 |
|
|
2024
Q1 | $440K | Sell |
18,611
-71,330
| -79% | -$1.69M | 0.21% | 39 |
|
|
2023
Q4 | $2.15M | Sell |
89,941
-37,065
| -29% | -$886K | 1.28% | 14 |
|
|
2023
Q3 | $2.91M | Buy |
127,006
+6,215
| +5% | +$142K | 1.83% | 12 |
|
|
2023
Q2 | $2.85M | Buy |
120,791
+32,000
| +36% | +$755K | 1.89% | 10 |
|
|
2023
Q1 | $2.09M | Hold |
88,791
| – | – | 1.6% | 13 |
|
|
2022
Q4 | $2.09M | Buy |
+88,791
| New | +$2.09M | 1.6% | 13 |
|