Steward Partners Investment Advisory’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.79K | Sell |
431
-5,593
| -93% | -$127K | ﹤0.01% | 3221 |
|
|
2025
Q1 | $137K | Sell |
6,024
-9,355
| -61% | -$213K | ﹤0.01% | 1837 |
|
|
2024
Q4 | $353K | Buy |
15,379
+431
| +3% | +$9.89K | ﹤0.01% | 1319 |
|
|
2024
Q3 | $348K | Sell |
14,948
-4,233
| -22% | -$98.5K | ﹤0.01% | 1272 |
|
|
2024
Q2 | $440K | Buy |
19,181
+12,502
| +187% | +$286K | ﹤0.01% | 1114 |
|
|
2024
Q1 | $155K | Buy |
6,679
+5,979
| +854% | +$139K | ﹤0.01% | 1550 |
|
|
2023
Q4 | $16.4K | Hold |
700
| – | – | ﹤0.01% | 2491 |
|
|
2023
Q3 | $15.5K | Hold |
700
| – | – | ﹤0.01% | 2428 |
|
|
2023
Q2 | $16.1K | Hold |
700
| – | – | ﹤0.01% | 2392 |
|
|
2023
Q1 | $16.4K | Hold |
700
| – | – | ﹤0.01% | 2337 |
|
|
2022
Q4 | $16K | Hold |
700
| – | – | ﹤0.01% | 2347 |
|
|
2022
Q3 | $15K | Hold |
700
| – | – | ﹤0.01% | 2336 |
|
|
2022
Q2 | $16K | Hold |
700
| – | – | ﹤0.01% | 2312 |
|
|
2022
Q1 | $17K | Hold |
700
| – | – | ﹤0.01% | 2438 |
|
|
2021
Q4 | $18K | Hold |
700
| – | – | ﹤0.01% | 2360 |
|
|
2021
Q3 | $18K | Sell |
700
-372
| -35% | -$9.57K | ﹤0.01% | 2365 |
|
|
2021
Q2 | $28K | Hold |
1,072
| – | – | ﹤0.01% | 4374 |
|
|
2021
Q1 | $27.5K | Buy |
+1,072
| New | +$27.5K | ﹤0.01% | 2313 |
|