IAIM
BSMZ

International Assets Investment Management’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

International Assets Investment Management’s Portfolio BSMZ Stock Details BSMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$142K Hold
5,545
– – 0.01% 971
2026
Q1 		$140K Hold
5,545
– – 0.01% 914
2025
Q4 		$141K Buy
+5,545
New +$141K 0.01% 921

Other funds holding BSMZ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

International Assets Investment Management's BSMZ Position: Q2 2026 in Review

International Assets Investment Management held its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) position steady in Q2 2026 at 5,545 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #971.

International Assets Investment Management first reported a position in BSMZ in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

  • International Assets Investment Management held 5,545 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $142K as of Q2 2026.
  • International Assets Investment Management left its Invesco BulletShares 2035 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #971 holding.
  • International Assets Investment Management first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.