Sterling Financial Group, Inc. Invesco Bulletshares 2027 Muni Transaction History

Sterling Financial Group, Inc.

  • $235 Million
  • Q3 2025

A detailed history of Sterling Financial Group, Inc. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Sterling Financial Group, Inc. holds 28,399 shares of BSMR stock, worth $672,204. This represents 0.29% of its overall portfolio holdings.

Number of Shares
28,399
Previous 18,423 54.15%
Holding current value
$672,204
Previous $432,000 55.32%
% of portfolio
0.29%
Previous 0.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
BUY
$23.46 - $23.77 $234,036 - $237,129
9,976 Added 54.15%
28,399 $671,000
Q2 2025

Jul 10, 2025
SELL
$23.03 - $23.64 $3,569 - $3,664
-155 Reduced 0.83%
18,423 $432,000
Q1 2025

Apr 15, 2025
BUY
$23.49 - $23.77 $58,724 - $59,425
2,500 Added 15.55%
18,578 $436,000
Q4 2024

Jan 14, 2025
BUY
$23.55 - $23.9 $5,816 - $5,903
247 Added 1.56%
16,078 $379,000
Q2 2024

Jul 15, 2024
SELL
$23.32 - $23.62 $64,829 - $65,663
-2,780 Reduced 14.94%
15,831 $371,000
Q1 2024

Apr 10, 2024
SELL
$23.62 - $23.88 $1.68 Million - $1.7 Million
-71,330 Reduced 79.31%
18,611 $440,000
Q4 2023

Jan 17, 2024
SELL
$22.68 - $23.9 $840,634 - $885,853
-37,065 Reduced 29.18%
89,941 $2.15 Million
Q3 2023

Oct 18, 2023
BUY
$22.87 - $23.69 $142,137 - $147,233
6,215 Added 5.15%
127,006 $2.91 Million
Q2 2023

Sep 07, 2023
BUY
$23.32 - $24.05 $746,240 - $769,600
32,000 Added 36.04%
120,791 $2.85 Million
Q4 2022

Aug 29, 2023
BUY
$22.63 - $23.68 $2.01 Million - $2.1 Million
88,791 New
88,791 $2.09 Billion

Others Institutions Holding BSMR

# of Institutions
130
Shares Held
8.21M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2027 MUNI

BSMR Quotes by TradingView
  • Ticker BSMR
  • Sector ETFs
  • Industry ETFs
More about BSMR
Track This Portfolio

Track Sterling Financial Group, Inc. Portfolio

Follow Sterling Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email