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
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 $2.07B AUM 13.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Bank of America's BSMV Position: Q1 2026 in Review

Bank of America increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 28% in Q1 2026, buying an estimated $1.08M and bringing the position to 233,434 shares worth $4.87M. The position accounts for ﹤0.01% of the portfolio, ranked #3494.

Bank of America first reported a position in BSMV in Q1 2022 and has held it in 17 quarters since. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • Bank of America held 233,434 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $4.87M as of Q1 2026.
  • Bank of America bought 50,753 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $1.08M.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3494 holding.
  • Bank of America first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.