Invesco BulletShares 2035 Municipal Bond ETF (BSMZ)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
BSMZ Chart
Invesco BulletShares 2035 Municipal Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kimberly Byrne Bill Few Associates Inc. | 9,870 | $253,017.45 | $251,191.5 | -$1,825.95 | -0.72% |
 Alexandra Stickelman Root Financial Partners, LLC | 132 | $3,317 | $3,353.75 | $36.75 | 1.11% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 12,491 | $320,203 | $316,147.21 | -$4,055.79 | -1.27% |
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Invesco BulletShares 2035 Municipal Bond ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The Invesco BulletShares 2035 Municipal Bond ETF is designed to provide investors with exposure to a portfolio of municipal bonds, particularly those maturing in the year 2035. This exchange-traded fund (ETF) is based on the Invesco BulletShares USD Municipal Bond 2035 Index, which aims to track the performance of US dollar-denominated municipal securities issued by various levels of state and local governments. The ETF strategically invests at least 80% of its total assets in the bonds that comprise the index, implementing a sampling methodology rather than buying all index securities directly. The fund is subject to monthly rebalancing to align with the index's composition and strategic goals. With a designated maturity of 2035, the fund is set to terminate around December 15, 2035, offering a timeframe for investors to consider in their financial planning. Interested parties should refer to the prospectus for more detailed information about the fund's objectives and methodologies.
Products and Services
- Municipal Bond ETF:
The primary offering of the Invesco BulletShares 2035 Municipal Bond ETF is its capability to invest primarily in a diverse range of municipal bonds. This enables investors to gain exposure to income generated from bonds issued by state and local governments, which are often exempt from federal taxes.
- Index Tracking:
This fund tracks the Invesco BulletShares USD Municipal Bond 2035 Index, allowing investors to benefit from a portfolio that measures the performance of a selected group of municipal securities. Tracking an index provides transparency and a benchmark for performance evaluation.
- Sampling Methodology:
Rather than purchasing every security within the index, the fund employs a sampling methodology. This approach allows for strategic investment in selected securities that represent the index, ensuring timely and efficient portfolio management while seeking to maximize returns.
- Monthly Rebalancing:
The ETF is rebalanced on a monthly basis, ensuring that the fund's investment aligns with the changing composition of the underlying index. This regular adjustment helps maintain the fund’s objective of tracking the index effectively, adapting to market conditions and relevant economic factors.
- Dedicated Maturity Date:
With a set maturity in 2035, this fund offers investors a clear timeline for their investment return, allowing for targeted financial planning. The termination around December 15, 2035, provides a predetermined endpoint, which can be ideal for investors seeking a defined investment horizon.
