Northwestern Mutual Wealth Management
BSMY

Northwestern Mutual Wealth Management’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSMY Stock Details BSMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$547K Buy
22,547
+3,335
+17% +$82.3K ﹤0.01% 1539
2025
Q4 		$472K Buy
19,212
+8,558
+80% +$211K ﹤0.01% 1559
2025
Q3 		$259K Buy
10,654
+5,080
+91% +$121K ﹤0.01% 1692
2025
Q2 		$132K Hold
5,574
– – ﹤0.01% 1905
2025
Q1 		$134K Buy
+5,574
New +$136K ﹤0.01% 1823

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northwestern Mutual Wealth Management's BSMY Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 17% in Q1 2026, buying an estimated $82.3K and bringing the position to 22,547 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Northwestern Mutual Wealth Management first reported a position in BSMY in Q1 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • Northwestern Mutual Wealth Management held 22,547 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $547K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 3,335 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $82.3K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1539 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.