ewsba.se
On May 1, 2026, Anchor Investment Management, LLC disclosed a buy of Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ:BSCT) via an SEC filing.
Post-trade holding stands at 1,139,118 shares valued at $21.3 million
NASDAQ: GOOGL/GOOG: $47.0 million (3.9% of AUM)
NASDAQ:MSFT: $37.7 million (3.1% of AUM)
NASDAQ:AAPL: $33.0 million (2.8% of AUM)
NYSEMKT:SCHX: $30.6 million (2.6% of AUM)
Price (as of market close April 30, 2026)
The Invesco BulletShares 2029 Corporate Bond ETF offers investors access to a diversified basket of investment-grade corporate bonds, with a fixed maturity profile. The fund is designed to provide a balance of income and capital preservation by holding bonds until their maturity in 2029. Its targeted approach and defined maturity make it a strategic tool for investors seeking to manage duration risk and plan for future cash flow needs.
Investment strategy focuses on tracking the performance of a diversified portfolio of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2029.
The fund utilizes a sampling methodology to replicate its index, holding a broad mix of corporate bonds with effective maturities in 2029 and rebalancing monthly.
Structured as a target maturity ETF, it provides investors with a designated maturity of 2029.
Anchor Investment Management significantly increased its position in the Invesco BulletShares 2029 Corporate Bond ETF. The firm now owns over 1.1 million shares in the fixed-income exchange-traded fund (ETF) valued at $21.3 million.
Anchor had 1,067 positions, worth $1.2 billion as of March 31, according to its quarterly 13-F filing.
The BulletShares ETF make a compelling investment for investors looking for exposure to investment-grade bonds without worrying about the effect of interest rates on the portfolio’s value. That’s because the ETF holds the bonds until maturity, although if interest rates increase, you’ll have locked in lower yields.
It’s also a low-cost way of investing in bonds. That’s because the ETF has just a 0.1% expense ratio.
Looking at its 455 holdings, the biggest portion, 48.9%, has a BBB rating, with another 39.3% invested in A-rated bonds. The investment-grade ratings should provide comfort in the credit quality, although you should still monitor credit markets for developments.
Before you buy stock in Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029orate Bond ETF, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029orate Bond ETF wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $496,473!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,216,605!*
Now, it’s worth noting Stock Advisor’s total average return is 968% — a market-crushing outperformance compared to 202% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of May 3, 2026.
Lawrence Rothman, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Apple, Microsoft, and Visa. The Motley Fool has a disclosure policy.
Anchor Loads Up Invesco BulletShares 2029 Corporate Bond ETF With 1.1 Million Shares Bought was originally published by The Motley Fool