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BSMVInvesco BulletShares 2031 Municipal Bond ETF

Get income5y track recordRanked #471 of 1,706 in this goal

Tracks the investment results of the Invesco BulletShares ® Municipal Bond 2031 Index.

By Invesco · Launched 2021

Annual Cost

0.18%

#790 of 6,033 · low cost

Fund Size

$192M

#2,490 of 6,033 · mid-size

Return (1Y)

-0.8%

Track Record

5 years

#2,424 of 6,033 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$9,893-1.1%

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 Municipal Bond 2031 Index

Holdings

By weight

Concentration

Top 10 holdings = 4.4% of funddiversified

Triborough Bridge & Tunnel Authority
0.7%
New Jersey (State of)
0.7%
Illinois (State of) Toll Highway Authority
0.6%
University of California (Limited)
0.4%
California (State of) Health Facilities Financing Authority (Cedars Sinai Health System)
0.4%
California (State of)
0.3%
California (State of)
0.3%
California (State of) (Bid Group C)
0.3%
Massachusetts (Commonwealth of)
0.3%
Intermountain Power Agency
0.3%

Asset allocation

Bonds
99.9%
Cash
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.5%Low

Year-on-year price swings

Max drawdown
-20.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
-0.29Below average
Sortino (3Y)
-0.38Moderate downside risk

Bond profile

Duration

4.8 years

Avg maturity

10.6 years

Credit ratings

AAA
16.9%
AA
69.2%
A
13.3%
BBB
0.5%
Other
0.1%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of the Invesco BulletShares ® Municipal Bond 2031 Index.
Strategy
Invests at least 80% of total assets in U.S. dollar-denominated investment-grade municipal bonds with maturities in 2031, using a sampling methodology to track the Invesco BulletShares ® Municipal Bond 2031 Index. Bonds must be rated at least BBB- by S&P and exempt from federal income tax.
Inception date
September 15, 2021
Fund family
Invesco

Next steps

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Data updated on 2026-09-16