YHB Investment Advisors’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

YHB Investment Advisors’s Portfolio BSMN Stock Details BSMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-8,125	Closed	-$208K	–	317
2021 Q4	$208K	Hold	8,125	–	–	0.02%	306
2021 Q3	$208K	Hold	8,125	–	–	0.02%	299
2021 Q2	$208K	Sell	8,125 -2,025	-20%	-$52K	0.02%	294
2021 Q1	$261K	Buy	+10,150	New	+$260K	0.02%	262

Other funds holding BSMN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

YHB Investment Advisors's BSMN Position: Q1 2022 in Review

YHB Investment Advisors sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q1 2022, closing a stake of 8,125 shares — an estimated $208K sold.

YHB Investment Advisors first reported a position in BSMN in Q1 2021 and held it in 4 quarters. The position peaked at $261K in Q1 2021. 33 funds tracked by Wall St. Rank hold BSMN as of Q1 2022.

YHB Investment Advisors reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
YHB Investment Advisors sold 8,125 Invesco BulletShares 2023 Municipal Bond ETF shares in Q1 2022, an estimated $208K.
YHB Investment Advisors first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q1 2021 and held it in 4 quarters.
YHB Investment Advisors's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $261K in Q1 2021.
33 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q1 2022.

Based on YHB Investment Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.