YHB Investment Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8,580	Closed	-$210K	–	283
2022 Q2	$210K	Sell	8,580 -600	-7%	-$14.7K	0.02%	270
2022 Q1	$228K	Sell	9,180 -600	-6%	-$15.2K	0.02%	277
2021 Q4	$254K	Hold	9,780	–	–	0.02%	286
2021 Q3	$254K	Sell	9,780 -350	-3%	-$9.13K	0.02%	268
2021 Q2	$263K	Buy	10,130 +1,600	+19%	+$41.6K	0.02%	266
2021 Q1	$222K	Buy	+8,530	New	+$221K	0.02%	279

Other funds holding BSMP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ADL

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IWC

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

YHB Investment Advisors's BSMP Position: Q3 2022 in Review

YHB Investment Advisors sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2022, closing a stake of 8,580 shares — an estimated $210K sold.

YHB Investment Advisors first reported a position in BSMP in Q1 2021 and held it in 6 quarters. The position peaked at $263K in Q2 2021. 51 funds tracked by Wall St. Rank hold BSMP as of Q3 2022.

YHB Investment Advisors reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
YHB Investment Advisors sold 8,580 Invesco BulletShares 2025 Municipal Bond ETF shares in Q3 2022, an estimated $210K.
YHB Investment Advisors first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q1 2021 and held it in 6 quarters.
YHB Investment Advisors's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $263K in Q2 2021.
51 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2022.

Based on YHB Investment Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.