Sterling Financial Group, Inc. BSMS Holdings History
Sterling Financial Group, Inc.'s Invesco BulletShares 2028 Municipal Bond ETF Holding Summary
As of 2025-06-30, Sterling Financial Group, Inc. held 19,549.00 shares of Invesco BulletShares 2028 Municipal Bond ETF(BSMS), totaling $454,120.00. This investment constitutes 0.15% of their stock portfolio, and Sterling Financial Group, Inc. now holds 0.23% of the outstanding Invesco BulletShares 2028 Municipal Bond ETF(BSMS) stock.
The initial trade took place in 2022Q4. And since then Sterling Financial Group, Inc. has made 4 purchases of BSMS, at an average price of $23.23, for a total of 156,248.00 shares. In addition, there have been 5 sales at an average price of $23.38 for 136,699.00 shares. Based on historical transaction data and BSMS's current price of $23.16, Sterling Financial Group, Inc.'s estimated gain on his BSMS holdings is $18,180.17, reflecting a 0.50% gain to date.
Sterling Financial Group, Inc. BSMS ($23.16) Holding Chart
Sterling Financial Group, Inc. BSMS ($23.16) 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 % | |||
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