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BSMUBSMU
11 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF

Integrated Wealth Concepts LLC holds 85,898 shares of BSMU (INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF), worth $1.9M as of 2026-Q2. The position was increased (+77.8% shares). BSMU represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$1.9M

Current Shares

85,898

Total Value Change

+$1.5M

Total Shares Change

+70,631

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
85,898
+77.8%
$1.9M0.0%$21.87
39
2026-Q1
Increased
48,315
+1.6%
$1.1M0.0%$21.60
25
2025-Q4
Decreased
47,539
-33.3%
$1M0.0%$21.67
0
2025-Q3
Increased
71,249
+50.8%
$1.6M0.0%$21.42
36
2025-Q2
Increased
47,264
+26.3%
$1M0.0%$20.86
31
2025-Q1
Decreased
37,421
-17.3%
$807,5460.0%$20.77
0
2024-Q4
Increased
45,232
+157.7%
$982,4430.0%$20.76
40
2024-Q3
Increased
17,551
+6.8%
$388,7460.0%$21.02
25
2024-Q2
Increased
16,428
+0.1%
$357,6760.0%$20.51
24
2024-Q1
Increased
16,407
+7.5%
$362,9190.0%$20.68
25
2023-Q4
New
15,267
-
$342,2870.0%$20.82
33

Other major holders of BSMU: Steward Partners Investment Advisory, LLC, WELLS FARGO & COMPANY/MN

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