YANKCOM Partnership’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

YANKCOM Partnership’s Portfolio BSMU Stock Details BSMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$165K	Hold	7,900	–	–	0.06%	157
2026 Q2	$173K	Hold	7,900	–	–	0.06%	157
2026 Q1	$172K	Hold	7,900	–	–	0.07%	148
2025 Q4	$174K	Hold	7,900	–	–	0.07%	147
2025 Q3	$173K	Hold	7,900	–	–	0.08%	145
2025 Q2	$170K	Buy	+7,900	New	+$169K	0.08%	142
2025 Q1	–	Sell	-1,000	Closed	-$21.7K	–	285
2024 Q4	$21.7K	Buy	+1,000	New	+$21.9K	0.01%	204

Other funds holding BSMU

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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

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

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

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

CVA

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

YANKCOM Partnership's BSMU Position: Q3 2026 in Review

YANKCOM Partnership held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q3 2026 at 7,900 shares worth $165K. The position accounts for 0.06% of the portfolio, ranked #157.

YANKCOM Partnership first reported a position in BSMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $174K in Q4 2025. 73 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

YANKCOM Partnership held 7,900 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $165K as of Q3 2026.
YANKCOM Partnership left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.06% of YANKCOM Partnership's portfolio in Q3 2026, its #157 holding.
YANKCOM Partnership first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
YANKCOM Partnership's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $174K in Q4 2025.
73 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

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