Sterling Financial Group, Inc. BSMW Holdings History
Sterling Financial Group, Inc.'s Invesco BulletShares 2032 Municipal Bond ETF Holding Summary
As of 2025-06-30, Sterling Financial Group, Inc. held 54,584.00 shares of Invesco BulletShares 2032 Municipal Bond ETF(BSMW), totaling $1.34 Mil. This investment constitutes 0.45% of their stock portfolio, and Sterling Financial Group, Inc. now holds 1.24% of the outstanding Invesco BulletShares 2032 Municipal Bond ETF(BSMW) stock.
The initial trade took place in 2023Q3. And since then Sterling Financial Group, Inc. has made 5 purchases of BSMW, at an average price of $25.34, for a total of 85,244.00 shares. In addition, there have been 3 sales at an average price of $25.02 for 30,660.00 shares. Based on historical transaction data and BSMW's current price of $24.28, Sterling Financial Group, Inc.'s estimated gain on his BSMW holdings is $-67,843.09, reflecting a -3.14% gain to date.
Sterling Financial Group, Inc. BSMW ($24.28) Holding Chart
Sterling Financial Group, Inc. BSMW ($24.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
