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Upturn AI SWOT - About
Invesco BulletShares 2034 Municipal Bond ETF (BSMY)
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Upturn Advisory Summary
10/24/2025: BSMY (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 0.99% | Avg. Invested days 28 | 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 - | 52 Weeks Range 22.40 - 24.75 | Updated Date 06/28/2025 |
52 Weeks Range 22.40 - 24.75 | Updated Date 06/28/2025 |
Upturn AI SWOT
Invesco BulletShares 2034 Municipal Bond ETF
ETF Overview
Overview
The Invesco BulletShares 2034 Municipal Bond ETF (BSDV) seeks to provide investment results that correspond to the price and yield performance of the Nasdaq BulletSharesu00ae USD Municipal Bond 2034 Index. It offers exposure to a portfolio of municipal bonds with a target maturity date in 2034, providing a predictable income stream and principal repayment at maturity.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long history of managing ETFs and other investment products.
Management Expertise
Invesco has a team of experienced professionals dedicated to fixed income investing and ETF management.
Investment Objective
Goal
To seek investment results that correspond to the price and yield performance of the Nasdaq BulletSharesu00ae USD Municipal Bond 2034 Index.
Investment Approach and Strategy
Strategy: This ETF aims to track the Nasdaq BulletSharesu00ae USD Municipal Bond 2034 Index, which comprises U.S. dollar-denominated, investment-grade municipal bonds with a final maturity date in the year 2034.
Composition The ETF holds a diversified portfolio of municipal bonds primarily rated investment grade.
Market Position
Market Share: BSDV holds a moderate market share within the target maturity municipal bond ETF category.
Total Net Assets (AUM): 17890000
Competitors
Key Competitors
- Guggenheim Municipal Bond ETF (MBQ)
- Vanguard Tax-Exempt Bond ETF (VTEB)
- iShares National Muni Bond ETF (MUB)
Competitive Landscape
The municipal bond ETF market is competitive, with several large players offering broad market exposure. BSDV differentiates itself through its target maturity strategy. While it offers predictable income, larger ETFs like VTEB and MUB offer broader diversification and potentially higher liquidity.
Financial Performance
Historical Performance: Historical performance data should be obtained from reputable financial data providers. It is subject to market conditions and should not be indicative of future results.
Benchmark Comparison: The ETF's performance should be compared to the Nasdaq BulletSharesu00ae USD Municipal Bond 2034 Index to assess its tracking efficiency.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
BSDV's average trading volume may vary, which can influence the ease of buying and selling shares. The average trading volume should be verified with data providers like Bloomberg or Yahoo Finance.
Bid-Ask Spread
The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, indicating the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth can all impact BSDV. Changes in tax laws may affect Municipal bonds.
Growth Trajectory
BSDV's growth trajectory is dependent on investor demand for target maturity municipal bond strategies and overall market conditions.
Moat and Competitive Advantages
Competitive Edge
BSDV's target maturity strategy offers investors a defined maturity date, allowing for better portfolio planning. This approach distinguishes it from perpetual municipal bond ETFs. Its relatively low cost compared to some actively managed bond funds is also advantageous. However, its niche focus can also limit its appeal compared to broader, more diversified municipal bond ETFs.
Risk Analysis
Volatility
The ETF's volatility is influenced by interest rate sensitivity and credit risk of the underlying municipal bonds.
Market Risk
The ETF is subject to market risk associated with changes in interest rates, credit spreads, and overall economic conditions.
Investor Profile
Ideal Investor Profile
BSDV is suitable for investors seeking a predictable income stream and principal repayment at a specific future date, such as those planning for retirement or other long-term financial goals.
Market Risk
BSDV is best suited for long-term investors who desire a predictable maturity date and are comfortable with the risks associated with fixed-income investments.
Summary
Invesco BulletShares 2034 Municipal Bond ETF (BSDV) provides targeted exposure to municipal bonds maturing in 2034, offering a predictable income stream for long-term investors. Its performance is tied to the Nasdaq BulletSharesu00ae USD Municipal Bond 2034 Index. While it offers a defined maturity date, its market share is small compared to larger, more diversified municipal bond ETFs. BSDV can be useful for investors aligning investments with specific future liabilities. The ETF is subject to interest rate risk and credit risk associated with municipal bonds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- Bloomberg
- Yahoo Finance
- ETF.com
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 2034 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 2034. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.