Bank of America
BSMY

Bank of America’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Bank of America’s Portfolio BSMY Stock Details BSMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.81M Buy
116,015
+57,159
+97% +$1.41M ﹤0.01% 3877
2025
Q4 		$1.45M Buy
58,856
+20,385
+53% +$501K ﹤0.01% 4299
2025
Q3 		$936K Buy
38,471
+23,139
+151% +$551K ﹤0.01% 5373
2025
Q2 		$364K Buy
15,332
+8,177
+114% +$193K ﹤0.01% 5880
2025
Q1 		$172K Buy
+7,155
New +$175K ﹤0.01% 6257

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Bank of America increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 97% in Q1 2026, buying an estimated $1.41M and bringing the position to 116,015 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #3877.

Bank of America first reported a position in BSMY in Q1 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • Bank of America held 116,015 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $2.81M as of Q1 2026.
  • Bank of America bought 57,159 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $1.41M.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3877 holding.
  • Bank of America first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

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