West Branch Capital’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 | $11.7K | Hold |
500
| – | – | ﹤0.01% | 256 |
|
|
2025
Q1 | $11.8K | Hold |
500
| – | – | ﹤0.01% | 266 |
|
|
2024
Q4 | $11.8K | Hold |
500
| – | – | ﹤0.01% | 254 |
|
|
2024
Q3 | $11.9K | Hold |
500
| – | – | ﹤0.01% | 254 |
|
|
2024
Q2 | $11.7K | Hold |
500
| – | – | ﹤0.01% | 260 |
|
|
2024
Q1 | $11.8K | Hold |
500
| – | – | ﹤0.01% | 265 |
|
|
2023
Q4 | $12K | Hold |
500
| – | – | 0.01% | 267 |
|
|
2023
Q3 | $11.4K | Hold |
500
| – | – | 0.01% | 266 |
|
|
2023
Q2 | $11.8K | Hold |
500
| – | – | 0.01% | 268 |
|
|
2023
Q1 | $11.9K | Hold |
500
| – | – | 0.01% | 272 |
|
|
2022
Q4 | $11.8K | Hold |
500
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $11K | Hold |
500
| – | – | 0.01% | 270 |
|
|
2022
Q2 | $12K | Buy |
+500
| New | +$12K | 0.01% | 258 |
|