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Invesco BulletShares (R) 2028 Municipal Bond ETF (BSMS)
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Upturn Advisory Summary
04/01/2025: BSMS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 3.02% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 52608 | Beta 0.9 | 52 Weeks Range 22.52 - 23.53 | Updated Date 04/1/2025 |
52 Weeks Range 22.52 - 23.53 | Updated Date 04/1/2025 |
Upturn AI SWOT
Invesco BulletShares (R) 2028 Municipal Bond ETF
ETF Overview
Overview
The Invesco BulletShares (R) 2028 Municipal Bond ETF (BSCV) provides exposure to U.S. municipal bonds with a target maturity year of 2028, offering a laddered approach to fixed income investing. Its primary focus is on tax-exempt income and capital preservation through a buy-and-hold strategy.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs.
Management Expertise
Invesco has extensive experience in fixed income management, with a dedicated team of portfolio managers specializing in municipal bonds.
Investment Objective
Goal
The ETF aims to provide investment results that correspond to the price and yield performance of the ICE BofA 2028 Maturity Municipal Bond Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index of municipal bonds maturing in 2028, employing a buy-and-hold strategy to achieve its target maturity date.
Composition The ETF holds a portfolio of U.S. municipal bonds diversified across various issuers and credit ratings.
Market Position
Market Share: BSCV's market share is relatively small compared to broad market municipal bond ETFs, focusing on a specific maturity segment.
Total Net Assets (AUM): 219222024.83
Competitors
Key Competitors
- iShares iBonds Dec 2028 Term Muni ETF (IBMJ)
- Guggenheim BulletShares Municipal Bond ETF (BSMU)
Competitive Landscape
The municipal bond ETF market is competitive, with various maturity-targeted and broad-market offerings. BSCV provides a specific maturity target, which can be advantageous for investors with defined time horizons. Compared to broad market funds, it lacks diversification across maturities but offers more predictable maturity value.
Financial Performance
Historical Performance: Historical performance data needs to be gathered from financial data providers to fully determine how well the ETF performed over different time periods.
Benchmark Comparison: The ETF's performance should be compared to the ICE BofA 2028 Maturity Municipal Bond Index to assess its tracking effectiveness.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
BSCV has a moderate average trading volume, which may affect the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for BSCV is generally tight, reflecting its liquidity.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and credit spreads influence the performance of BSCV.
Growth Trajectory
The growth trajectory of BSCV depends on investor demand for target maturity municipal bond ETFs and the overall health of the municipal bond market. Changes to strategy or holdings would be disclosed in fund prospectuses and reports.
Moat and Competitive Advantages
Competitive Edge
BSCV offers a distinct target maturity strategy, providing investors with a defined exit point for their municipal bond investments. Its focus on 2028 maturities allows for precise alignment with specific investment goals. Invesco's experience in fixed income management further strengthens BSCV's position. The ETF provides relatively predictable income stream until the maturity year and offers exposure to a portfolio of municipal bonds.
Risk Analysis
Volatility
BSCV's historical volatility is generally low due to the nature of municipal bonds.
Market Risk
Market risk includes interest rate risk, credit risk (risk of default), and liquidity risk (difficulty in selling bonds).
Investor Profile
Ideal Investor Profile
BSCV is suitable for investors seeking tax-exempt income with a defined investment horizon ending in 2028.
Market Risk
BSCV is best for long-term investors seeking a predictable income stream and capital preservation.
Summary
The Invesco BulletShares (R) 2028 Municipal Bond ETF (BSCV) offers exposure to a portfolio of municipal bonds maturing in 2028, providing tax-exempt income and a defined maturity date. It is managed by Invesco, a reputable firm, and seeks to track the ICE BofA 2028 Maturity Municipal Bond Index. BSCV is suitable for long-term investors with a specific investment horizon and a desire for predictable income. While it has a moderate trading volume and expense ratio of 0.24%, the ETF is susceptible to market and credit risks typical of fixed income investments.
Similar Companies
BSMU
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
Invesco BulletShares 2030 Municipal Bond ETF
MUB
iShares National Muni Bond ETF
MUB
iShares National Muni Bond ETF
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data and AUM are approximate and may vary based on reporting frequency and source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco BulletShares (R) 2028 Municipal Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The underlying index seeks to measure the performance of a portfolio of U.S. dollar-denominated investment-grade municipal bonds with maturities or, in some cases, "effective maturities," in the year 2028 (collectively, "2028 Bonds").
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