TLWM Financial’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $525K | Sell |
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|
2025
Q2 | $526K | Hold |
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|
2025
Q1 | $527K | Buy |
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|
2024
Q4 | $526K | Buy |
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|
2024
Q3 | $518K | Hold |
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|
2024
Q2 | $513K | Hold |
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|
2024
Q1 | $517K | Buy |
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|
2023
Q4 | $503K | Sell |
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|
2023
Q3 | $489K | Buy |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $473K | Buy |
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|
2022
Q1 | $438K | Hold |
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|
2021
Q4 | $466K | Hold |
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|
2021
Q3 | $465K | Hold |
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|
2021
Q2 | $468K | Buy |
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|
2021
Q1 | $420K | Buy |
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|
2020
Q4 | $421K | Buy |
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|
2020
Q3 | $386K | Buy |
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