Goldman Sachs’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Goldman Sachs’s Portfolio BSMS Stock Details BSMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-35,143	Closed	-$823K	–	6465
2025 Q3	$823K	Buy	+35,143	New	+$819K	﹤0.01%	5168
2025 Q2	–	Sell	-30,594	Closed	-$709K	–	6101
2025 Q1	$709K	Buy	+30,594	New	+$714K	﹤0.01%	4948

Other funds holding BSMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs's BSMS Position: Q4 2025 in Review

Goldman Sachs sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q4 2025, closing a stake of 35,143 shares — an estimated $823K sold.

Goldman Sachs first reported a position in BSMS in Q1 2025 and held it in 2 quarters. The position peaked at $823K in Q3 2025. 120 funds tracked by Wall St. Rank hold BSMS as of Q4 2025.

Goldman Sachs reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Goldman Sachs sold 35,143 Invesco BulletShares 2028 Municipal Bond ETF shares in Q4 2025, an estimated $823K.
Goldman Sachs first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2025 and held it in 2 quarters.
Goldman Sachs's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $823K in Q3 2025.
120 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q4 2025.

Based on Goldman Sachs's 13F filing for Q4 2025, filed 10 Feb 2026.