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

Quarter Market Value Status Shares Shares
Change %
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% -$51.8K 0.02% 294
2021
Q1
$261K Buy
+10,150
New +$261K 0.02% 262