Sterling Financial Group’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $672K | Buy |
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|
2025
Q2 | $432K | Sell |
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|
2025
Q1 | $438K | Buy |
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|
2024
Q4 | $379K | Buy |
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|
2024
Q3 | $375K | Hold |
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|
2024
Q2 | $372K | Sell |
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|
2024
Q1 | $440K | Sell |
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|
2023
Q4 | $2.15M | Sell |
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|
2023
Q3 | $2.91M | Buy |
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|
2023
Q2 | $2.85M | Buy |
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|
2023
Q1 | $2.09M | Hold |
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|
2022
Q4 | $2.09M | Buy |
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