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BSMSBSMS
9 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF

JONES FINANCIAL COMPANIES LLLP holds 100,735 shares of BSMS (INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF), worth $2.4M as of 2026-Q2. The position was increased (+29.8% shares). BSMS represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$2.4M

Current Shares

100,735

Total Value Change

+$2.3M

Total Shares Change

+99,524

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
100,735
+29.8%
$2.4M0.0%$23.38
33
2026-Q1
Increased
77,610
+32.6%
$1.8M0.0%$23.18
33
2025-Q4
Increased
58,549
+54.0%
$1.4M0.0%$23.12
36
2025-Q3
Increased
38,014
+59.1%
$890,4780.0%$22.88
36
2025-Q2
Increased
23,899
+58.0%
$554,3370.0%$22.54
35
2025-Q1
Increased
15,121
+158.5%
$350,4290.0%$22.32
38
2024-Q4
Increased
5,850
+1.7%
$136,4810.0%$22.32
23
2024-Q3
Increased
5,750
+374.8%
$135,4990.0%$22.40
36
2024-Q2
New
1,211
-
$28,1320.0%$21.91
30

Other major holders of BSMS: Steward Partners Investment Advisory, LLC, LPL Financial LLC, MORGAN STANLEY

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