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Harbor Investment Advisory’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Harbor Investment Advisory’s Portfolio BSMU Stock Details BSMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$29.3K Hold
1,400
– – ﹤0.01% 886
2026
Q2 		$30.7K Hold
1,400
– – ﹤0.01% 857
2026
Q1 		$30.5K Buy
+1,400
New +$31K ﹤0.01% 697

Other funds holding BSMU

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
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 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
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
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

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

Harbor Investment Advisory held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q3 2026 at 1,400 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Harbor Investment Advisory first reported a position in BSMU in Q1 2026 and has held it in 3 quarters since. The position peaked at $30.7K in Q2 2026. 10 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

  • Harbor Investment Advisory held 1,400 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $29.3K as of Q3 2026.
  • Harbor Investment Advisory left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #886 holding.
  • Harbor Investment Advisory first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Harbor Investment Advisory's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $30.7K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

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