Farmers National Bank BSMT — Invesco Bulletshares 2029 Munic

Ownership history in Farmers National Bank  ·  7 quarters on record

AI Ownership Summary

Farmers National Bank reported Invesco Bulletshares 2029 Munic (BSMT) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.3% in 2025 Q1. The latest visible filing shows BSMT at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BSMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farmers National Bank's position in Invesco Bulletshares 2029 Munic, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BSMT was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSMT stock page Farmers National Bank fund profile Farmers National Bank full holdings
How Farmers National Bank held BSMT — position size vs. price
% of Fund (quarterly)    BSMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 53,086 +650 +1.2% 0.26% $1.2M 2026-08-11 $22.97
2026 Q1 ADDED — — — 52,436 +149 +0.3% 0.27% $1.2M 2026-06-08 $22.93
2025 Q4 ADDED — — — 52,287 +2,683 +5.4% 0.27% $1.2M 2026-03-12 $22.87
2025 Q3 ADDED — — — 49,604 +1,509 +3.1% 0.27% $1.1M 2025-12-15 $22.65
2025 Q2 ADDED — — — 48,095 +1,104 +2.3% 0.29% $1.1M 2025-08-12 $22.23
2025 Q1 ADDED — — — 46,991 +3,672 +8.5% 0.30% $1.1M 2025-05-14 $21.82
2024 Q2 INITIATED — — — 43,319 — — 0.30% $993K 2024-08-28 $21.88

🏢 Other funds also holding BSMT

As of 2026 Q2 — sorted by position size

CENTRAL VALLEY ADVISORS, LLC 1.0% Kinetic Wealth Investment Advisors LLC 0.87% PRECEDENT WEALTH PARTNERS, LLC 0.69% Hills Bank & Trust Co 3Y 7Y 0.65% Kathmere Capital Management, LLC 3Y 0.33% Key FInancial Inc 3Y 0.3% Paulson Wealth Management Inc. 3Y 7Y 0.28% Intentional Wealth Strategies, LLC 0.26% Invariant Investment Management 0.23% HOWARD WEALTH MANAGEMENT, LLC 3Y 0.22%

FAQ About Farmers National Bank and BSMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farmers National Bank reported owning BSMT?

Farmers National Bank reported BSMT across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported BSMT position in Farmers National Bank's portfolio?

The largest reported portfolio weight for BSMT was 0.30% in 2025 Q1.

What is the latest reported BSMT position on this page?

The most recent filing on this page is 2026 Q2, when Farmers National Bank reported 53,086 shares, equal to 0.26% of portfolio, with an estimated market value of $1.2M.

What does the chart on this BSMT ownership page compare?

The chart compares Farmers National Bank's quarterly BSMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farmers National Bank time their BSMT position?

Based on 13F filing dates vs. subsequent BSMT price moves, Farmers National Bank correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on BSMT relative to SPY over the holding period was +834.1%.

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