Northwestern Mutual Wealth Management
BSMS icon

Northwestern Mutual Wealth Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSMS Stock Details BSMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Buy
65,510
+11,905
+22% +$279K ﹤0.01% 1258
2026
Q1 		$1.25M Buy
53,605
+4,881
+10% +$115K ﹤0.01% 1260
2025
Q4 		$1.15M Buy
48,724
+4,236
+10% +$99.3K ﹤0.01% 1248
2025
Q3 		$1.04M Buy
44,488
+10,737
+32% +$250K ﹤0.01% 1215
2025
Q2 		$784K Sell
33,751
-4,889
-13% -$113K ﹤0.01% 1235
2025
Q1 		$895K Buy
38,640
+8,355
+28% +$195K ﹤0.01% 1147
2024
Q4 		$707K Buy
30,285
+10,038
+50% +$235K ﹤0.01% 1189
2024
Q3 		$477K Buy
20,247
+1,636
+9% +$38.3K ﹤0.01% 1316
2024
Q2 		$432K Buy
18,611
+2,847
+18% +$66.3K ﹤0.01% 1311
2024
Q1 		$370K Buy
15,764
+5,962
+61% +$141K ﹤0.01% 1333
2023
Q4 		$233K Sell
9,802
-1,675
-15% -$38.5K ﹤0.01% 1453
2023
Q3 		$259K Buy
11,477
+1,204
+12% +$27.9K ﹤0.01% 1375
2023
Q2 		$240K Buy
10,273
+3,176
+45% +$74.5K ﹤0.01% 1398
2023
Q1 		$168K Buy
7,097
+963
+16% +$22.7K ﹤0.01% 1504
2022
Q4 		$142K Buy
6,134
+3,749
+157% +$85.6K ﹤0.01% 1524
2022
Q3 		$53K Buy
+2,385
New +$55.8K ﹤0.01% 1885

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management's BSMS Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 22% in Q2 2026, buying an estimated $279K and bringing the position to 65,510 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Northwestern Mutual Wealth Management first reported a position in BSMS in Q3 2022 and has held it in 16 quarters since. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • Northwestern Mutual Wealth Management held 65,510 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $1.54M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 11,905 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $279K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1258 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.