Morton Community Bank’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.85M	Buy	313,346 +3,775	+1%	+$71K	1.27%	15
2025 Q4	$5.84M	Buy	309,571 +16,046	+5%	+$302K	1.26%	16
2025 Q3	$5.52M	Buy	293,525 +9,160	+3%	+$172K	1.28%	15
2025 Q2	$5.32M	Sell	284,365 -1,500	-0.5%	-$27.8K	1.32%	15
2025 Q1	$5.3M	Buy	285,865 +25,752	+10%	+$474K	1.39%	12
2024 Q4	$4.77M	Buy	260,113 +242,913	+1,412%	+$4.49M	1.26%	19
2024 Q3	$324K	Buy	+17,200	New	+$320K	0.08%	104

Other funds holding BSCT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morton Community Bank increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.2% in Q1 2026, buying an estimated $71K and bringing the position to 313,346 shares worth $5.85M. The position accounts for 1.27% of the portfolio, ranked #15.

Morton Community Bank first reported a position in BSCT in Q3 2024 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Morton Community Bank held 313,346 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $5.85M as of Q1 2026.
Morton Community Bank bought 3,775 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $71K.
Invesco BulletShares 2029 Corporate Bond ETF made up 1.27% of Morton Community Bank's portfolio in Q1 2026, its #15 holding.
Morton Community Bank first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

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