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YANKCOM Partnership’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

YANKCOM Partnership’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 		$358K Hold
15,266
– – 0.13% 112
2026
Q1 		$357K Buy
15,266
+1,575
+12% +$37.1K 0.15% 109
2025
Q4 		$322K Sell
13,691
-764
-5% -$17.9K 0.14% 115
2025
Q3 		$338K Sell
14,455
-575
-4% -$13.4K 0.15% 113
2025
Q2 		$349K Buy
15,030
+7,300
+94% +$168K 0.17% 112
2025
Q1 		$179K Sell
7,730
-800
-9% -$18.7K 0.1% 134
2024
Q4 		$199K Buy
+8,530
New +$200K 0.11% 131

Other funds holding BSMS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $171M AUM
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

YANKCOM Partnership's BSMS Position: Q2 2026 in Review

YANKCOM Partnership held its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) position steady in Q2 2026 at 15,266 shares worth $358K. The position accounts for 0.13% of the portfolio, ranked #112.

YANKCOM Partnership first reported a position in BSMS in Q4 2024 and has held it in 7 quarters since. 80 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • YANKCOM Partnership held 15,266 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $358K as of Q2 2026.
  • YANKCOM Partnership left its Invesco BulletShares 2028 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.13% of YANKCOM Partnership's portfolio in Q2 2026, its #112 holding.
  • YANKCOM Partnership first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 80 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

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