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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
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

EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Harbour Investments's BSMT Position: Q1 2026 in Review

Harbour Investments increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 18% in Q1 2026, buying an estimated $129K and bringing the position to 36,443 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #830.

Harbour Investments first reported a position in BSMT in Q1 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • Harbour Investments held 36,443 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $839K as of Q1 2026.
  • Harbour Investments bought 5,546 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $129K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #830 holding.
  • Harbour Investments first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.