IFG Advisory’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

IFG Advisory’s Portfolio BSMV Stock Details BSMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$693K	Buy	+33,004	New	+$693K	0.02%	514
2026 Q1	–	Sell	-21,504	Closed	-$454K	–	383
2025 Q4	$454K	Buy	21,504 +8,744	+69%	+$185K	0.02%	531
2025 Q3	$268K	Buy	+12,760	New	+$265K	0.01%	671

Other funds holding BSMV

HBT

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

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

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

AUB

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

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

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

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

IFG Advisory's BSMV Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2026: 33,004 shares worth $693K. The stake represents 0.02% of the portfolio and ranks #514 among its holdings. This is a return to the name: IFG Advisory previously reported a position in BSMV as recently as Q4 2025.

IFG Advisory first reported a position in BSMV in Q3 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

IFG Advisory held 33,004 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $693K as of Q2 2026.
Invesco BulletShares 2031 Municipal Bond ETF was a new IFG Advisory position in Q2 2026.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #514 holding.
IFG Advisory first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

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