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Position history for IWIntegrated Wealth Concepts LLC's holdings in INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF

Integrated Wealth Concepts LLC holds 71,542 shares of BSMV (INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF), worth $1.5M as of 2026-Q2. The position was increased (+62.1% shares). BSMV represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$1.5M

Current Shares

71,542

Total Value Change

+$1.1M

Total Shares Change

+54,098

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
71,542
+62.1%
$1.5M0.0%$20.93
37
2026-Q1
Increased
44,146
+27.9%
$921,7800.0%$20.67
31
2025-Q4
Decreased
34,518
-41.6%
$729,5370.0%$20.78
0
2025-Q3
Increased
59,146
+53.4%
$1.2M0.0%$20.51
36
2025-Q2
Increased
38,548
+0.2%
$794,8580.0%$19.98
25
2025-Q1
Decreased
38,476
-16.7%
$797,6110.0%$19.93
0
2024-Q4
Increased
46,190
+164.8%
$966,7590.0%$19.97
40
2024-Q3
Increased
17,444
+0.1%
$371,6470.0%$20.18
24

Other major holders of BSMV: LPL Financial LLC, HighTower Advisors, LLC

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