SFG
Sterling Financial Group’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Sell |
107,253
-1,461
| -1% | -$36.6K | 0.9% | 18 |
|
|
2025
Q1 | $2.75M | Sell |
108,714
-1,723
| -2% | -$43.6K | 0.99% | 18 |
|
|
2024
Q4 | $2.84M | Buy |
110,437
+337
| +0.3% | +$8.68K | 1.06% | 17 |
|
|
2024
Q3 | $2.9M | Sell |
110,100
-53
| -0% | -$1.4K | 1.24% | 13 |
|
|
2024
Q2 | $2.86M | Sell |
110,153
-1,522
| -1% | -$39.5K | 1.3% | 13 |
|
|
2024
Q1 | $2.93M | Buy |
+111,675
| New | +$2.93M | 1.39% | 13 |
|