TF
TLWM Financial’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Hold |
23,221
| – | – | 0.1% | 59 |
|
|
2025
Q1 | $528K | Buy |
23,221
+127
| +0.5% | +$2.89K | 0.11% | 63 |
|
|
2024
Q4 | $530K | Buy |
23,094
+11,966
| +108% | +$275K | 0.1% | 60 |
|
|
2024
Q3 | $259K | Sell |
11,128
-221
| -2% | -$5.14K | 0.05% | 69 |
|
|
2024
Q2 | $260K | Hold |
11,349
| – | – | 0.06% | 72 |
|
|
2024
Q1 | $264K | Buy |
11,349
+627
| +6% | +$14.6K | 0.06% | 69 |
|
|
2023
Q4 | $252K | Buy |
+10,722
| New | +$252K | 0.06% | 67 |
|