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

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

AUB

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

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. 134 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.
134 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.