Sterling Financial Group’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
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|
2025
Q1 | $2.11M | Buy |
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|
2024
Q4 | $2.09M | Sell |
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|
2024
Q3 | $2.21M | Buy |
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|
2024
Q2 | $2.06M | Buy |
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|
2024
Q1 | $2.01M | Buy |
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|
2023
Q4 | $660K | Hold |
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|
2023
Q3 | $621K | Buy |
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|
2023
Q2 | $543K | Buy |
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|
2023
Q1 | $295K | Hold |
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|
2022
Q4 | $295K | Buy |
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