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Harbor Investment Advisory’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Harbor Investment Advisory’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-150
Closed -$3.55K – 1235
2025
Q3 		$3.55K Hold
150
– – ﹤0.01% 1048
2025
Q2 		$3.52K Hold
150
– – ﹤0.01% 1034
2025
Q1 		$3.53K Buy
+150
New +$3.55K ﹤0.01% 1020

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Harbor Investment Advisory's BSMR Position: Q4 2025 in Review

Harbor Investment Advisory sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q4 2025, closing a stake of 150 shares — an estimated $3.55K sold.

Harbor Investment Advisory first reported a position in BSMR in Q1 2025 and held it in 3 quarters. The position peaked at $3.55K in Q3 2025. 137 funds tracked by Wall St. Rank hold BSMR as of Q4 2025.

  • Harbor Investment Advisory reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 150 Invesco BulletShares 2027 Municipal Bond ETF shares in Q4 2025, an estimated $3.55K.
  • Harbor Investment Advisory first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2025 and held it in 3 quarters.
  • Harbor Investment Advisory's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $3.55K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q4 2025.

Based on Harbor Investment Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.