Stifel Financial’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 | $586K | Buy |
25,791
+8,164
| +46% | +$185K | ﹤0.01% | 2684 |
|
|
2025
Q1 | $401K | Buy |
+17,627
| New | +$401K | ﹤0.01% | 2830 |
|
|
2023
Q1 | – | Sell |
-99,524
| Closed | -$2.28M | – | 3335 |
|
|
2022
Q4 | $2.28M | Buy |
+99,524
| New | +$2.28M | ﹤0.01% | 1431 |
|
|
2022
Q3 | – | Sell |
-36,676
| Closed | -$841K | – | 3289 |
|
|
2022
Q2 | $841K | Buy |
+36,676
| New | +$841K | ﹤0.01% | 2126 |
|