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YANKCOM Partnership’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

YANKCOM Partnership’s Portfolio BSMV Stock Details BSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-929
Closed -$19.6K – 377
2025
Q4 		$19.6K Hold
929
– – 0.01% 241
2025
Q3 		$19.5K Hold
929
– – 0.01% 219
2025
Q2 		$19.2K Hold
929
– – 0.01% 215
2025
Q1 		$19.3K Sell
929
-1,180
-56% -$24.7K 0.01% 213
2024
Q4 		$44.1K Buy
+2,109
New +$44.5K 0.02% 178

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

YANKCOM Partnership's BSMV Position: Q1 2026 in Review

YANKCOM Partnership sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q1 2026, closing a stake of 929 shares — an estimated $19.6K sold.

YANKCOM Partnership first reported a position in BSMV in Q4 2024 and held it in 5 quarters. The position peaked at $44.1K in Q4 2024. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • YANKCOM Partnership reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • YANKCOM Partnership sold 929 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $19.6K.
  • YANKCOM Partnership first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2024 and held it in 5 quarters.
  • YANKCOM Partnership's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $44.1K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on YANKCOM Partnership's 13F filing for Q1 2026, filed 20 Apr 2026.