Baird Financial Group
BSMT icon

Baird Financial Group’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Baird Financial Group’s Portfolio BSMT Stock Details BSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$648K Buy
28,148
+19,083
+211% +$440K ﹤0.01% 1460
2026
Q1 		$209K Buy
9,065
+215
+2% +$5K ﹤0.01% 1758
2025
Q4 		$205K Hold
8,850
– – ﹤0.01% 1732
2025
Q3 		$204K Buy
+8,850
New +$203K ﹤0.01% 1732

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group's BSMT Position: Q2 2026 in Review

Baird Financial Group increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 211% in Q2 2026, buying an estimated $440K and bringing the position to 28,148 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Baird Financial Group first reported a position in BSMT in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Baird Financial Group held 28,148 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $648K as of Q2 2026.
  • Baird Financial Group bought 19,083 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $440K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1460 holding.
  • Baird Financial Group first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.