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Harbor Investment Advisory’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Harbor Investment Advisory’s Portfolio BSMT Stock Details BSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.1K Hold
1,350
– – ﹤0.01% 853
2026
Q1 		$31.1K Buy
1,350
+650
+93% +$15.1K ﹤0.01% 694
2025
Q4 		$16.2K Hold
700
– – ﹤0.01% 857
2025
Q3 		$16.2K Hold
700
– – ﹤0.01% 822
2025
Q2 		$15.9K Hold
700
– – ﹤0.01% 812
2025
Q1 		$15.9K Buy
+700
New +$16.1K ﹤0.01% 801

Other funds holding BSMT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Harbor Investment Advisory's BSMT Position: Q2 2026 in Review

Harbor Investment Advisory held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 1,350 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Harbor Investment Advisory first reported a position in BSMT in Q1 2025 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Harbor Investment Advisory held 1,350 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $31.1K as of Q2 2026.
  • Harbor Investment Advisory left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #853 holding.
  • Harbor Investment Advisory first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 41 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.