Morton Community Bank’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.85M	Buy	287,499 +4,487	+2%	+$91.6K	1.19%	20
2026 Q1	$5.78M	Buy	283,012 +4,010	+1%	+$82.4K	1.26%	18
2025 Q4	$5.75M	Buy	279,002 +10,934	+4%	+$225K	1.24%	18
2025 Q3	$5.51M	Buy	268,068 +7,535	+3%	+$155K	1.28%	17
2025 Q2	$5.34M	Sell	260,533 -2,931	-1%	-$59.7K	1.33%	13
2025 Q1	$5.36M	Buy	263,464 +24,829	+10%	+$503K	1.4%	11
2024 Q4	$4.8M	Buy	238,635 +24,155	+11%	+$490K	1.27%	18
2024 Q3	$4.41M	Buy	214,480 +13,340	+7%	+$272K	1.15%	23
2024 Q2	$4.01M	Buy	201,140 +18,605	+10%	+$370K	1.13%	22
2024 Q1	$3.66M	Buy	182,535 +97,775	+115%	+$1.96M	1.05%	30
2023 Q4	$1.72M	Buy	+84,760	New	+$1.66M	0.56%	88

Other funds holding BSCS

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Morton Community Bank increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.6% in Q2 2026, buying an estimated $91.6K and bringing the position to 287,499 shares worth $5.85M. The position accounts for 1.19% of the portfolio, ranked #20.

Morton Community Bank first reported a position in BSCS in Q4 2023 and has held it in 11 quarters since. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Morton Community Bank held 287,499 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $5.85M as of Q2 2026.
Morton Community Bank bought 4,487 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $91.6K.
Invesco BulletShares 2028 Corporate Bond ETF made up 1.19% of Morton Community Bank's portfolio in Q2 2026, its #20 holding.
Morton Community Bank first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

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