Stifel Financial’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Buy |
37,572
+17,921
| +91% | +$370K | ﹤0.01% | 2505 |
|
|
2025
Q1 | $407K | Buy |
19,651
+6,507
| +50% | +$135K | ﹤0.01% | 2821 |
|
|
2024
Q4 | $275K | Sell |
13,144
-3,603
| -22% | -$75.4K | ﹤0.01% | 2998 |
|
|
2024
Q3 | $357K | Buy |
16,747
+6,049
| +57% | +$129K | ﹤0.01% | 2870 |
|
|
2024
Q2 | $224K | Sell |
10,698
-3,150
| -23% | -$66K | ﹤0.01% | 3054 |
|
|
2024
Q1 | $295K | Buy |
13,848
+111
| +0.8% | +$2.37K | ﹤0.01% | 2924 |
|
|
2023
Q4 | $297K | Buy |
+13,737
| New | +$297K | ﹤0.01% | 2854 |
|
|
2022
Q4 | – | Sell |
-13,349
| Closed | -$263K | – | 3295 |
|
|
2022
Q3 | $263K | Buy |
13,349
+807
| +6% | +$15.9K | ﹤0.01% | 2805 |
|
|
2022
Q2 | $260K | Sell |
12,542
-1,333
| -10% | -$27.6K | ﹤0.01% | 2824 |
|
|
2022
Q1 | $311K | Buy |
+13,875
| New | +$311K | ﹤0.01% | 2861 |
|