Harbour Investments’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Harbour Investments’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	$790K	Sell	34,314 -2,129	-6%	-$49.1K	0.01%	912
2026 Q1	$839K	Buy	36,443 +5,546	+18%	+$129K	0.01%	830
2025 Q4	$715K	Buy	30,897 +2,361	+8%	+$54.6K	0.01%	722
2025 Q3	$659K	Buy	28,536 +12,290	+76%	+$282K	0.01%	713
2025 Q2	$369K	Buy	16,246 +119	+0.7%	+$2.69K	0.01%	895
2025 Q1	$367K	Buy	+16,127	New	+$371K	0.01%	839

Other funds holding BSMT

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harbour Investments's BSMT Position: Q2 2026 in Review

Harbour Investments reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 5.8% in Q2 2026, selling an estimated $49.1K and leaving 34,314 shares worth $790K. The position accounts for 0.01% of the portfolio, ranked #912.

Harbour Investments first reported a position in BSMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $839K in Q1 2026. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Harbour Investments held 34,314 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $790K as of Q2 2026.
Harbour Investments sold 2,129 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $49.1K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #912 holding.
Harbour Investments first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Harbour Investments's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $839K in Q1 2026.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.