WESPAC Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
25,872
+8,550
| +49% | +$201K | 0.42% | 98 |
|
|
2025
Q1 | $408K | Hold |
17,322
| – | – | 0.33% | 103 |
|
|
2024
Q4 | $409K | Hold |
17,322
| – | – | 0.3% | 111 |
|
|
2024
Q3 | $411K | Hold |
17,322
| – | – | 0.3% | 106 |
|
|
2024
Q2 | $407K | Sell |
17,322
-17,322
| -50% | -$407K | 0.32% | 106 |
|
|
2024
Q1 | $820K | Buy |
+34,644
| New | +$820K | 0.48% | 78 |
|