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BSMRBSMR
11 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF

Integrated Wealth Concepts LLC holds 302,985 shares of BSMR (INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF), worth $7.2M as of 2026-Q2. The position was increased (+54.2% shares). BSMR represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$7.2M

Current Shares

302,985

Total Value Change

+$6.8M

Total Shares Change

+287,723

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
302,985
+54.2%
$7.2M0.0%$23.58
38
2026-Q1
Increased
196,490
+14.1%
$4.6M0.0%$23.44
31
2025-Q4
Increased
172,150
+11.2%
$4.1M0.0%$23.30
30
2025-Q3
Increased
154,783
+16.3%
$3.7M0.0%$23.14
31
2025-Q2
Increased
133,095
+44.4%
$3.1M0.0%$22.79
36
2025-Q1
Increased
92,162
+37.0%
$2.2M0.0%$22.70
34
2024-Q4
Increased
67,298
+61.8%
$1.6M0.0%$22.59
37
2024-Q3
Increased
41,582
+11.3%
$985,4930.0%$22.53
28
2024-Q2
Unchanged
37,371
0.0%
$877,4710.0%$22.16
0
2024-Q1
Increased
37,371
+144.9%
$884,0110.0%$22.17
40
2023-Q4
New
15,262
-
$364,8060.0%$22.26
33

Other major holders of BSMR: MORGAN STANLEY

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