TLWM Financial’s Invesco BulletShares 2021 Municipal Bond ETF BSML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-10,377
Closed -$263K 70
2021
Q3
$263K Hold
10,377
0.1% 62
2021
Q2
$263K Buy
10,377
+2,421
+30% +$61.2K 0.09% 65
2021
Q1
$202K Buy
+7,956
New +$201K 0.08% 69

TLWM Financial's BSML Position: Q4 2021 in Review

TLWM Financial sold out of Invesco BulletShares 2021 Municipal Bond ETF (BSML) in Q4 2021, closing a stake of 10,377 shares — an estimated $263K sold.

TLWM Financial first reported a position in BSML in Q1 2021 and held it in 3 quarters. The position peaked at $263K in Q3 2021. 0 funds tracked by Wall St. Rank hold BSML as of Q4 2021.

  • TLWM Financial reported no remaining Invesco BulletShares 2021 Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
  • TLWM Financial sold 10,377 Invesco BulletShares 2021 Municipal Bond ETF shares in Q4 2021, an estimated $263K.
  • TLWM Financial first reported a position in Invesco BulletShares 2021 Municipal Bond ETF in Q1 2021 and held it in 3 quarters.
  • TLWM Financial's Invesco BulletShares 2021 Municipal Bond ETF position peaked at $263K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Municipal Bond ETF as of Q4 2021.

Based on TLWM Financial's 13F filing for Q4 2021, filed 4 Feb 2022.