Bank of America
BSMV icon

Bank of America’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Bank of America’s Portfolio BSMV Stock Details BSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.29M Buy
252,121
+18,687
+8% +$392K ﹤0.01% 3515
2026
Q1 		$4.87M Buy
233,434
+50,753
+28% +$1.08M ﹤0.01% 3494
2025
Q4 		$3.86M Buy
182,681
+2,371
+1% +$50.1K ﹤0.01% 3587
2025
Q3 		$3.79M Sell
180,310
-5,059
-3% -$105K ﹤0.01% 4276
2025
Q2 		$3.82M Buy
185,369
+1,320
+0.7% +$27K ﹤0.01% 4162
2025
Q1 		$3.82M Buy
184,049
+15,363
+9% +$321K ﹤0.01% 4087
2024
Q4 		$3.53M Buy
168,686
+1,101
+0.7% +$23.2K ﹤0.01% 3933
2024
Q3 		$3.57M Buy
167,585
+41,622
+33% +$882K ﹤0.01% 4044
2024
Q2 		$2.64M Buy
125,963
+1,011
+0.8% +$21.3K ﹤0.01% 4206
2024
Q1 		$2.66M Sell
124,952
-932
-0.7% -$20K ﹤0.01% 4216
2023
Q4 		$2.72M Buy
125,884
+45,339
+56% +$934K ﹤0.01% 4090
2023
Q3 		$1.61M Buy
80,545
+33,590
+72% +$699K ﹤0.01% 4462
2023
Q2 		$993K Buy
46,955
+8,799
+23% +$187K ﹤0.01% 4780
2023
Q1 		$817K Buy
38,156
+2,557
+7% +$54.3K ﹤0.01% 5037
2022
Q4 		$740K Buy
35,599
+12,539
+54% +$255K ﹤0.01% 5089
2022
Q3 		$455K Buy
23,060
+17,791
+338% +$371K ﹤0.01% 5477
2022
Q2 		$109K Buy
5,269
+3,000
+132% +$63.3K ﹤0.01% 6428
2022
Q1 		$51K Buy
+2,269
New +$53.5K ﹤0.01% 7164

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America's BSMV Position: Q2 2026 in Review

Bank of America increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 8% in Q2 2026, buying an estimated $392K and bringing the position to 252,121 shares worth $5.29M. The position accounts for ﹤0.01% of the portfolio, ranked #3515.

Bank of America first reported a position in BSMV in Q1 2022 and has held it in 18 quarters since. 86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Bank of America held 252,121 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $5.29M as of Q2 2026.
  • Bank of America bought 18,687 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $392K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3515 holding.
  • Bank of America first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.