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BSCTInvesco BulletShares 2029 Corporate Bond ETF

Get income7y track recordRanked #105 of 1,706 in this goal

Tracks the investment results of the Invesco BulletShares ® USD Corporate Bond 2029 Index.

By Invesco · Launched 2019

Annual Cost

0.10%

#424 of 6,033 · low cost

Fund Size

$2.9B

#629 of 6,033 · large

Return (1Y)

+1.5%

Track Record

7 years

#1,933 of 6,033 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,131+1.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Invesco BulletShares USD Corporate Bond 2029 Index

Holdings

By weight

Concentration

Top 10 holdings = 17.9% of funddiversified

Invesco Private Prime Fund
8.0%
Invesco Private Government Fund
3.1%
AbbVie Inc.
1.4%
Centene Corp.
0.8%
International Business Machines Corp.
0.8%
Verizon Communications Inc.
0.8%
AT&T Inc.
0.8%
Anheuser Busch InBev Worldwide Inc.
0.8%
Fiserv, Inc.
0.8%
AbbVie Inc.
0.7%

Asset allocation

Bonds
99.7%
Cash
0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.2%Low

Year-on-year price swings

Max drawdown
-19.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.46Below average
Sortino (3Y)
0.67Moderate downside risk

Bond profile

Duration

4.4 years

Avg maturity

9.9 years

Credit ratings

AAA
0.4%
AA
8.8%
A
37.6%
BBB
52.4%
BB
0.9%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of the Invesco BulletShares ® USD Corporate Bond 2029 Index.
Strategy
Invests primarily in U.S. dollar-denominated investment grade corporate bonds with maturities in 2029, using a sampling methodology to track the Invesco BulletShares ® USD Corporate Bond 2029 Index. Bonds are selected based on credit rating and market value, with a concentration policy reflecting the index's industry weightings.
Inception date
September 12, 2019
Fund family
Invesco

Next steps

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Data updated on 2026-09-16