Sterling Financial Group’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Sell |
27,604
-165
| -0.6% | -$3.55K | 0.2% | 40 |
|
|
2025
Q1 | $599K | Buy |
27,769
+2,705
| +11% | +$58.4K | 0.22% | 39 |
|
|
2024
Q4 | $544K | Buy |
25,064
+268
| +1% | +$5.82K | 0.2% | 41 |
|
|
2024
Q3 | $549K | Buy |
24,796
+3,650
| +17% | +$80.8K | 0.23% | 41 |
|
|
2024
Q2 | $460K | Buy |
21,146
+3,300
| +18% | +$71.8K | 0.21% | 41 |
|
|
2024
Q1 | $395K | Sell |
17,846
-11,691
| -40% | -$259K | 0.19% | 44 |
|
|
2023
Q4 | $662K | Hold |
29,537
| – | – | 0.39% | 30 |
|
|
2023
Q3 | $617K | Buy |
29,537
+5,125
| +21% | +$107K | 0.39% | 31 |
|
|
2023
Q2 | $536K | Buy |
24,412
+10,892
| +81% | +$239K | 0.36% | 33 |
|
|
2023
Q1 | $293K | Hold |
13,520
| – | – | 0.22% | 44 |
|
|
2022
Q4 | $293K | Buy |
+13,520
| New | +$293K | 0.22% | 44 |
|