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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Morton Community Bank's BSCS Position: Q1 2026 in Review

Morton Community Bank increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.4% in Q1 2026, buying an estimated $82.4K and bringing the position to 283,012 shares worth $5.78M. The position accounts for 1.26% of the portfolio, ranked #18.

Morton Community Bank first reported a position in BSCS in Q4 2023 and has held it in 10 quarters since. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Morton Community Bank held 283,012 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $5.78M as of Q1 2026.
  • Morton Community Bank bought 4,010 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $82.4K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 1.26% of Morton Community Bank's portfolio in Q1 2026, its #18 holding.
  • Morton Community Bank first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.