Sterling Financial Group’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
54,584
-450
| -0.8% | -$11K | 0.45% | 31 |
|
|
2025
Q1 | $1.35M | Sell |
55,034
-25,510
| -32% | -$628K | 0.49% | 29 |
|
|
2024
Q4 | $2.02M | Buy |
80,544
+20,933
| +35% | +$525K | 0.75% | 21 |
|
|
2024
Q3 | $1.53M | Buy |
59,611
+10,000
| +20% | +$256K | 0.65% | 22 |
|
|
2024
Q2 | $1.25M | Sell |
49,611
-4,700
| -9% | -$118K | 0.57% | 24 |
|
|
2024
Q1 | $1.39M | Buy |
54,311
+29,101
| +115% | +$743K | 0.66% | 21 |
|
|
2023
Q4 | $657K | Buy |
25,210
+10,400
| +70% | +$271K | 0.39% | 32 |
|
|
2023
Q3 | $355K | Buy |
+14,810
| New | +$355K | 0.22% | 40 |
|