YANKCOM Partnership’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

YANKCOM Partnership’s Portfolio BSMT Stock Details BSMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$240K	Hold	10,759	–	–	0.08%	138
2026 Q2	$248K	Hold	10,759	–	–	0.09%	138
2026 Q1	$248K	Sell	10,759 -750	-7%	-$17.4K	0.1%	131
2025 Q4	$266K	Hold	11,509	–	–	0.11%	130
2025 Q3	$266K	Sell	11,509 -575	-5%	-$13.2K	0.12%	123
2025 Q2	$274K	Buy	12,084 +7,450	+161%	+$168K	0.13%	124
2025 Q1	$105K	Sell	4,634 -800	-15%	-$18.4K	0.06%	156
2024 Q4	$125K	Buy	+5,434	New	+$126K	0.07%	144

Other funds holding BSMT

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

YANKCOM Partnership's BSMT Position: Q3 2026 in Review

YANKCOM Partnership held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q3 2026 at 10,759 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #138.

YANKCOM Partnership first reported a position in BSMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $274K in Q2 2025. 91 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

YANKCOM Partnership held 10,759 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $240K as of Q3 2026.
YANKCOM Partnership left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.08% of YANKCOM Partnership's portfolio in Q3 2026, its #138 holding.
YANKCOM Partnership first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
YANKCOM Partnership's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $274K in Q2 2025.
91 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.