Morgan Stanley
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Morgan Stanley’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Morgan Stanley’s Portfolio BSMY Stock Details BSMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Buy
55,820
+22,306
+67% +$547K ﹤0.01% 5061
2026
Q1 		$813K Buy
33,514
+33,292
+14,996% +$822K ﹤0.01% 5252
2025
Q4 		$5.46K Hold
222
– – ﹤0.01% 7046
2025
Q3 		$5.4K Buy
+222
New +$5.29K ﹤0.01% 7070

Other funds holding BSMY

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Morgan Stanley's BSMY Position: Q2 2026 in Review

Morgan Stanley increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 67% in Q2 2026, buying an estimated $547K and bringing the position to 55,820 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #5061.

Morgan Stanley first reported a position in BSMY in Q3 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Morgan Stanley held 55,820 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $1.38M as of Q2 2026.
  • Morgan Stanley bought 22,306 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $547K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5061 holding.
  • Morgan Stanley first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 53 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.