YANKCOM Partnership’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

YANKCOM Partnership’s Portfolio BSMR Stock Details BSMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$549K	Hold	23,226	–	–	0.2%	93
2026 Q1	$549K	Hold	23,226	–	–	0.23%	92
2025 Q4	$550K	Hold	23,226	–	–	0.23%	90
2025 Q3	$550K	Hold	23,226	–	–	0.25%	91
2025 Q2	$545K	Buy	23,226 +6,423	+38%	+$150K	0.27%	90
2025 Q1	$396K	Hold	16,803	–	–	0.22%	102
2024 Q4	$397K	Buy	+16,803	New	+$398K	0.21%	102

Other funds holding BSMR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

YANKCOM Partnership's BSMR Position: Q2 2026 in Review

YANKCOM Partnership held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q2 2026 at 23,226 shares worth $549K. The position accounts for 0.2% of the portfolio, ranked #93.

YANKCOM Partnership first reported a position in BSMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $550K in Q4 2025. 145 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

YANKCOM Partnership held 23,226 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $549K as of Q2 2026.
YANKCOM Partnership left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.2% of YANKCOM Partnership's portfolio in Q2 2026, its #93 holding.
YANKCOM Partnership first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
YANKCOM Partnership's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $550K in Q4 2025.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.