TF
TLWM Financial’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Hold |
24,116
| – | – | 0.1% | 61 |
|
|
2025
Q1 | $520K | Buy |
24,116
+137
| +0.6% | +$2.96K | 0.1% | 66 |
|
|
2024
Q4 | $521K | Buy |
23,979
+759
| +3% | +$16.5K | 0.1% | 64 |
|
|
2024
Q3 | $514K | Sell |
23,220
-1,002
| -4% | -$22.2K | 0.1% | 62 |
|
|
2024
Q2 | $527K | Hold |
24,222
| – | – | 0.11% | 62 |
|
|
2024
Q1 | $536K | Buy |
24,222
+1,108
| +5% | +$24.5K | 0.12% | 61 |
|
|
2023
Q4 | $518K | Buy |
+23,114
| New | +$518K | 0.12% | 58 |
|