Morton Community Bank’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Morton Community Bank’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.91M	Buy	301,089 +5,089	+2%	+$100K	1.2%	18
2026 Q1	$5.81M	Buy	296,000 +4,380	+2%	+$86.3K	1.26%	16
2025 Q4	$5.76M	Buy	291,620 +11,974	+4%	+$236K	1.24%	17
2025 Q3	$5.51M	Buy	279,646 +10,180	+4%	+$200K	1.28%	16
2025 Q2	$5.3M	Sell	269,466 -4,910	-2%	-$96.2K	1.32%	16
2025 Q1	$5.38M	Buy	274,376 +17,543	+7%	+$342K	1.41%	10
2024 Q4	$5M	Buy	256,833 +16,667	+7%	+$326K	1.32%	13
2024 Q3	$4.74M	Buy	240,166 +10,846	+5%	+$212K	1.24%	18
2024 Q2	$4.41M	Buy	229,320 +16,385	+8%	+$314K	1.24%	18
2024 Q1	$4.11M	Buy	212,935 +62,015	+41%	+$1.2M	1.18%	22
2023 Q4	$2.94M	Buy	+150,920	New	+$2.86M	0.96%	40

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Morton Community Bank's BSCR Position: Q2 2026 in Review

Morton Community Bank increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.7% in Q2 2026, buying an estimated $100K and bringing the position to 301,089 shares worth $5.91M. The position accounts for 1.2% of the portfolio, ranked #18.

Morton Community Bank first reported a position in BSCR in Q4 2023 and has held it in 11 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Morton Community Bank held 301,089 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $5.91M as of Q2 2026.
Morton Community Bank bought 5,089 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $100K.
Invesco BulletShares 2027 Corporate Bond ETF made up 1.2% of Morton Community Bank's portfolio in Q2 2026, its #18 holding.
Morton Community Bank first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.