Steward Partners Investment Advisory’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 | $9.79K | Sell |
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|
2025
Q1 | $137K | Sell |
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|
2024
Q4 | $353K | Buy |
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|
2024
Q3 | $348K | Sell |
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|
2024
Q2 | $440K | Buy |
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|
2024
Q1 | $155K | Buy |
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|
2023
Q4 | $16.4K | Hold |
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|
2023
Q3 | $15.5K | Hold |
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|
2023
Q2 | $16.1K | Hold |
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|
2023
Q1 | $16.4K | Hold |
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|
2022
Q4 | $16K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $18K | Hold |
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|
2021
Q3 | $18K | Sell |
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|
2021
Q2 | $28K | Hold |
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|
2021
Q1 | $27.5K | Buy |
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