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Upturn AI SWOT - About
Invesco BulletShares 2031 Municipal Bond ETF (BSMV)
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Upturn Advisory Summary
10/24/2025: BSMV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
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 2.26% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 19.58 - 21.08 | Updated Date 06/29/2025 |
52 Weeks Range 19.58 - 21.08 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco BulletShares 2031 Municipal Bond ETF
ETF Overview
Overview
The Invesco BulletShares 2031 Municipal Bond ETF (BSAL) seeks to provide investment results that correspond to the price and yield performance of the Bloomberg Municipal Bond 2031 Index. It focuses on municipal bonds maturing in the year 2031, offering a defined maturity date, and aims to provide a predictable income stream while preserving capital.
Reputation and Reliability
Invesco is a well-established and reputable asset manager with a long history in the ETF market.
Management Expertise
Invesco has a dedicated team of fixed-income specialists managing their BulletShares ETFs.
Investment Objective
Goal
To seek investment results that correspond to the price and yield performance of the Bloomberg Municipal Bond 2031 Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Bloomberg Municipal Bond 2031 Index, a rules-based index consisting of investment-grade municipal bonds with effective maturities in the year 2031.
Composition The ETF holds a portfolio of municipal bonds, primarily investment-grade, that are scheduled to mature in 2031.
Market Position
Market Share: Difficult to determine exact market share as data fluctuates and broader muni ETF landscape is varied.
Total Net Assets (AUM): 86486280
Competitors
Key Competitors
- iShares iBonds Dec 2031 Term Muni Bd ETF (IBMJ)
Competitive Landscape
The competitive landscape consists of other defined-maturity municipal bond ETFs. BSAL's advantages include Invesco's reputation and potential for higher yield, while disadvantages might include higher expense ratios compared to some competitors. Liquidity can vary among these ETFs. There are few direct competitors with precisely the same target maturity date.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers. This would include annual and average returns.
Benchmark Comparison: Performance should be compared to the Bloomberg Municipal Bond 2031 Index to assess tracking effectiveness.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
The average trading volume is moderate, generally suitable for retail investors but potentially less liquid for large institutional trades.
Bid-Ask Spread
The bid-ask spread is typically low, indicating relatively efficient trading.
Market Dynamics
Market Environment Factors
Economic factors such as interest rates, inflation expectations, and municipal creditworthiness influence BSAL. Tax policy changes can also significantly impact municipal bond valuations.
Growth Trajectory
The ETF's growth trajectory depends on investor demand for defined-maturity municipal bond products and overall market conditions. Changes in holdings occur as bonds mature or are rebalanced.
Moat and Competitive Advantages
Competitive Edge
BSAL's defined-maturity structure provides a unique advantage, allowing investors to target a specific future date for capital return. Invesco's brand recognition and distribution network also contribute to its competitiveness. The ETF offers a blend of income and capital preservation within the municipal bond sector. BSAL is able to be laddered with other bulletshares to create a steady stream of payments as bonds mature.
Risk Analysis
Volatility
The volatility of BSAL is generally lower than equity ETFs but higher than money market funds. Interest rate risk and credit risk are the primary drivers of volatility.
Market Risk
Market risks include interest rate fluctuations (inverse relationship between rates and bond prices), credit risk (risk of issuer default), and liquidity risk (difficulty in selling bonds).
Investor Profile
Ideal Investor Profile
BSAL is suitable for investors seeking tax-advantaged income with a defined maturity date, such as those planning for retirement or other future expenses.
Market Risk
This ETF is best suited for long-term investors who are comfortable with fixed-income investments and have a specific time horizon in mind.
Summary
The Invesco BulletShares 2031 Municipal Bond ETF offers a targeted approach to municipal bond investing with a focus on bonds maturing in 2031. It provides tax-advantaged income and capital preservation, making it attractive to long-term investors. Key risks include interest rate risk and credit risk. Invesco's reputation and the ETF's defined-maturity structure contribute to its competitive edge. Investors should consider their investment goals and risk tolerance before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market data is subject to change.
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 2031 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 2031 (collectively, "2031 Bonds").
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