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

IFG 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	$507K	Buy	+22,003	New	+$508K	0.02%	602
2026 Q1	–	Sell	-15,496	Closed	-$359K	–	381
2025 Q4	$359K	Buy	15,496 +6,284	+68%	+$145K	0.02%	591
2025 Q3	$213K	Buy	+9,212	New	+$211K	0.01%	736

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

IFG Advisory's BSMT Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q2 2026: 22,003 shares worth $507K. The stake represents 0.02% of the portfolio and ranks #602 among its holdings. This is a return to the name: IFG Advisory previously reported a position in BSMT as recently as Q4 2025.

IFG Advisory first reported a position in BSMT in Q3 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

IFG Advisory held 22,003 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $507K as of Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF was a new IFG Advisory position in Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #602 holding.
IFG Advisory first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.