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 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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

YANKCOM Partnership's BSMT Position: Q2 2026 in Review

YANKCOM Partnership held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 10,759 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #138.

YANKCOM Partnership first reported a position in BSMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $274K in Q2 2025. 74 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

YANKCOM Partnership held 10,759 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $248K as of Q2 2026.
YANKCOM Partnership left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.09% of YANKCOM Partnership's portfolio in Q2 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 7 quarters since.
YANKCOM Partnership's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $274K in Q2 2025.
74 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

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