BSMZ

Invesco BulletShares 2035 Municipal Bond ETF

$25.38
+0.00%
Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The Invesco BulletShares 2035 Municipal Bond ETF seeks to provide income that is generally exempt from federal income tax by investing in a portfolio of municipal bonds maturing in 2035.

Overview

ETF tracking Invesco BulletShares 2035 Municipal Bond ETF

Issuer Invesco
Inception Date 2025-09-17
Market Cap $5.1M
Average Volume N/A
Dividend Yield N/A
52-Week Range $25.04 - $25.55
VWAP $25.47

Performance

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Investment Summary

📎 Investment Objective

The Invesco BulletShares 2035 Municipal Bond ETF seeks to provide income that is generally exempt from federal income tax by investing in a portfolio of municipal bonds maturing in 2035.

🎯 Investment Strategy

The fund invests in a portfolio of municipal bonds with an effective or final maturity in the year 2035. The fund's portfolio is actively managed to maintain a weighted average maturity of approximately 15 years.

✨ Key Features

  • Invests in a portfolio of municipal bonds maturing in 2035
  • Actively managed to maintain a weighted average maturity of approximately 15 years
  • Seeks to provide income that is generally exempt from federal income tax
  • Designed for investors with a 2035 investment time horizon

⚠️ Primary Risks

  • Interest rate risk: The fund's value may decline if interest rates rise
  • Credit risk: The fund is exposed to the credit risk of the underlying municipal bond issuers
  • Liquidity risk: The municipal bond market may experience periods of lower liquidity
  • Concentration risk: The fund's focus on 2035 maturity bonds may increase volatility

👤 Best For

This ETF may be suitable for investors seeking tax-exempt income and a defined investment time horizon of around 2035. It may be appropriate as a component of a diversified fixed income portfolio.