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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
Q3 		$30.1K Hold
1,350
– – ﹤0.01% 881
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 $3.79B AUM 15.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 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
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Harbor Investment Advisory held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q3 2026 at 1,350 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Harbor Investment Advisory first reported a position in BSMT in Q1 2025 and has held it in 7 quarters since. The position peaked at $31.1K in Q2 2026. 12 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

  • Harbor Investment Advisory held 1,350 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $30.1K as of Q3 2026.
  • Harbor Investment Advisory left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #881 holding.
  • Harbor Investment Advisory first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • Harbor Investment Advisory's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $31.1K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

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