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BSCV
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Invesco BulletShares 2031 Corporate Bond ETF (BSCV)

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$16.63
Last Close (24-hour delay)
Profit since last BUY3.23%
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BUY since 69 days
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Upturn Advisory Summary

08/14/2025: BSCV (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 6.64%
Avg. Invested days 49
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 2.0
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Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta 1.22
52 Weeks Range 15.16 - 16.92
Updated Date 06/29/2025
52 Weeks Range 15.16 - 16.92
Updated Date 06/29/2025

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Invesco BulletShares 2031 Corporate Bond ETF

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ETF Overview

overview logo Overview

The Invesco BulletShares 2031 Corporate Bond ETF (BSKU) is a fixed income ETF focusing on investment-grade corporate bonds maturing in 2031. It aims to provide exposure to the U.S. corporate bond market with a defined maturity date, allowing investors to ladder their bond portfolios. Asset allocation primarily consists of U.S. dollar-denominated investment-grade corporate bonds. The investment strategy involves purchasing bonds with maturities close to the target year and holding them until maturity or near maturity.

reliability logo Reputation and Reliability

Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs. They are considered a reliable provider with extensive experience in the ETF market.

reliability logo Management Expertise

Invesco has a dedicated fixed-income team with considerable expertise in managing corporate bond portfolios. Their management team possesses in-depth knowledge of credit analysis, portfolio construction, and risk management.

Investment Objective

overview logo Goal

The primary investment goal of BSKU is to seek investment results that correspond generally to the performance, before the Fund's fees and expenses, of the ICE BofA 2031 Corporate Bond Index.

Investment Approach and Strategy

Strategy: BSKU tracks the ICE BofA 2031 Corporate Bond Index.

Composition The ETF holds primarily U.S. dollar-denominated investment-grade corporate bonds maturing in 2031.

Market Position

Market Share: BSKU's market share is moderate within the defined maturity corporate bond ETF segment.

Total Net Assets (AUM): 119000000

Competitors

overview logo Key Competitors

  • iShares iBonds Dec 2031 Term Corporate ETF (IBDM)
  • Guggenheim Target Maturity Corporate Bond ETF (BSCQ) - DISCONTINUED

Competitive Landscape

The defined maturity corporate bond ETF market is moderately competitive. BSKU offers a targeted maturity date and exposure to investment-grade corporate bonds. A key advantage is its well-defined maturity strategy. Disadvantages include the potential for underperformance relative to broader bond market ETFs if interest rates shift unfavorably.

Financial Performance

Historical Performance: Historical performance should be reviewed based on available data.

Benchmark Comparison: Performance should be compared against the ICE BofA 2031 Corporate Bond Index.

Expense Ratio: 0.1

Liquidity

Average Trading Volume

The ETF's average trading volume is adequate, allowing for relatively easy buying and selling of shares.

Bid-Ask Spread

The bid-ask spread is typically narrow, indicating relatively low transaction costs for investors.

Market Dynamics

Market Environment Factors

Economic indicators like interest rates, inflation, and economic growth influence BSKU. Sector growth prospects within the corporate bond market and current market conditions for investment-grade debt affect the ETF's performance.

Growth Trajectory

Growth trends depend on investor demand for defined maturity bond ETFs and prevailing interest rate conditions. Strategy and holding changes would be announced by Invesco.

Moat and Competitive Advantages

Competitive Edge

BSKU's competitive edge lies in its defined maturity structure, which allows investors to ladder bond portfolios and manage duration risk effectively. The ETF provides targeted exposure to investment-grade corporate bonds maturing in 2031. Its maturity strategy is beneficial for investors seeking predictable cash flows and managing interest rate sensitivity. Moreover, the fund is managed by Invesco which has proven expertise in ETFs.

Risk Analysis

Volatility

BSKU's historical volatility is typically moderate, reflecting the investment-grade nature of its holdings.

Market Risk

Specific risks include interest rate risk (rising rates can decrease bond values), credit risk (potential for bond issuers to default), and liquidity risk (potential difficulty in selling bonds). Inflation risk is also a consideration, as it can erode the real value of bond returns.

Investor Profile

Ideal Investor Profile

The ideal investor is someone seeking a predictable income stream and a defined maturity date for their bond investments. This could include individuals planning for retirement, or those with specific financial goals in 2031.

Market Risk

BSKU is best suited for long-term investors seeking a defined maturity corporate bond strategy. It is also useful for passive index followers.

Summary

BSKU offers targeted exposure to investment-grade corporate bonds maturing in 2031, providing investors with a defined maturity strategy. It aims to track the ICE BofA 2031 Corporate Bond Index. Key advantages include its defined maturity structure and the expertise of Invesco as the issuer. Potential risks include interest rate risk and credit risk. It's a suitable option for long-term investors seeking a predictable income stream and managing duration risk.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Invesco Official Website
  • ETF.com
  • Morningstar

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and fund performance can change, and past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Invesco BulletShares 2031 Corporate 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 corporate bonds with maturities or, in some cases, "effective maturities" in the year 2031 (collectively, "2031 Bonds").