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 Q2	$5.92M	Buy	318,954 +5,608	+2%	+$105K	1.21%	17
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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Morton Community Bank increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.8% in Q2 2026, buying an estimated $105K and bringing the position to 318,954 shares worth $5.92M. The position accounts for 1.21% of the portfolio, ranked #17.

Morton Community Bank first reported a position in BSCT in Q3 2024 and has held it in 8 quarters since. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Morton Community Bank held 318,954 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $5.92M as of Q2 2026.
Morton Community Bank bought 5,608 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $105K.
Invesco BulletShares 2029 Corporate Bond ETF made up 1.21% of Morton Community Bank's portfolio in Q2 2026, its #17 holding.
Morton Community Bank first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

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