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Harbor Investment Advisory’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Harbor Investment Advisory’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
2026
Q3 		$14.6K Hold
640
– – ﹤0.01% 1050
2026
Q2 		$15K Hold
640
– – ﹤0.01% 995
2026
Q1 		$15K Hold
640
– – ﹤0.01% 835
2025
Q4 		$15K Sell
640
-160
-20% -$3.75K ﹤0.01% 866
2025
Q3 		$18.7K Hold
800
– – ﹤0.01% 800
2025
Q2 		$18.6K Hold
800
– – ﹤0.01% 792
2025
Q1 		$18.5K Buy
+800
New +$18.7K ﹤0.01% 775

Other funds holding BSMS

IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
CW
Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harbor Investment Advisory's BSMS Position: Q3 2026 in Review

Harbor Investment Advisory held its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) position steady in Q3 2026 at 640 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Harbor Investment Advisory first reported a position in BSMS in Q1 2025 and has held it in 7 quarters since. The position peaked at $18.7K in Q3 2025. 13 funds tracked by Wall St. Rank hold BSMS as of Q3 2026.

  • Harbor Investment Advisory held 640 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $14.6K as of Q3 2026.
  • Harbor Investment Advisory left its Invesco BulletShares 2028 Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1050 holding.
  • Harbor Investment Advisory first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • Harbor Investment Advisory's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $18.7K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.