BulletShares Municipal Series

These portfolios provide customized municipal bond ladders tailored to specific maturity profiles, risk preferences, and investment goals.

Subscribe to our models

Designed to be evergreen across four maturity bands from three to 10 years.

Generate tax-advantaged income potential and manage interest rate risk without spending excessive time managing a ladder.

Constructed from carefully selected, low-cost single-maturity ETFs with no overlay fees.

Extend your investment range with managed municipal bond ladders

The BulletShares Municipal Series offers investors a cost-effective and convenient approach to municipal bond laddering without the burden of ladder maintenance. These portfolios can complement an existing allocation or act as a stand-alone municipal bond allocation. See the holdings overview of the entire series' lineup or access the fact sheet for each individual portfolio:

Model name	Duration	Documents
Invesco BulletShares Municipal 0-3 Year Portfolio	0-3 year	Fact sheet
Invesco BulletShares Municipal 0-5 Year Portfolio	0-5 year	Fact sheet
Invesco BulletShares Municipal 0-7 Year Portfolio	0-7 year	Fact sheet
Invesco BulletShares Municipal 0-10 Year Portfolio	0-10 year	Fact sheet

MODEL PORTFOLIOS
BulletShares Corporate

Offers investors a cost-effective and convenient approach to corporate bond laddering without the burden of ladder maintenance.

Learn more

Transcript

MODEL PORTFOLIOS
Explore model portfolios

We offer a range of efficient solutions to help build a core portfolio for a targeted level of risk or complement your core with specific exposures.

View all models

Transcript

NA3546911

Invesco does not offer tax advice. Investors should consult their own tax professionals for information regarding their own tax situations.

Beta is a measure of risk representing how a security is expected to respond to general market movements. Smart beta represents an alternative and selection index-based methodology that seeks to outperform a benchmark or reduce portfolio risk, or both in active or passive vehicles. Asset allocation and diversification do not guarantee a profit or eliminate the risk of loss.

The Invesco models are overseen by the Invesco Solutions team. The team is a part of Invesco Advisers, Inc., an investment adviser; it provides investment advisory services to individual and institutional clients and does not sell securities. It is an indirect, wholly owned subsidiary of Invesco Ltd.

The Investment Advisers Act of 1940 requires investment advisory firms, such as Invesco Advisers, Inc., to file and keep current with the Securities and Exchange Commission a registration statement of Form ADV. Part II of Form ADV contains information about the background and business practices of Invesco Advisers, Inc. Under the Commission’s rules, we are required to offer to make available annually Part II of Form ADV to our clients along with our privacy policy. Accordingly, if you would like to receive a copy of this material, please write to Invesco Advisers, Inc., Managed Accounts Operations Department, 11 Greenway Plaza, Suite 1000, Houston, Texas 77046. For more complete information about our separately managed portfolio, please contact your financial advisor.

Invesco Vision, designed by the Invesco Solutions team, is a decision support system that combines analytical and diagnostic capabilities to foster better portfolio management decision-making. By helping investors and researchers better understand portfolio risks and
trade-offs, it helps to identify potential solutions best aligned with their specific preferences and objectives. The Invesco Vision tool can be used in practice to develop solutions across a range of challenges encountered in the marketplace.

Invesco Solutions develops Capital Market Assumptions (CMAs) that provide long-term estimates for the behavior of major asset classes globally. The CMAs, which are based on a 10-year investment time horizon, are intended to guide these strategic asset class allocations.

Product Center

More is possible with our ETFs

Find ETFs by goal

Additional ETF solutions

Investment Approaches

Commodity Investing

Overview

Access

Forms

Resources

Tools

Insights

Portfolio Playbook

BulletShares Municipal

Flexible

Convenient

Cost-effective

Extend your investment range with managed municipal bond ladders

Access our expertise

Explore other portfolios

MODEL PORTFOLIOS
BulletShares Corporate

Transcript

MODEL PORTFOLIOS
Explore model portfolios

Transcript

Get Models insights

Change site/location

1. Select Region

2. Select Location

3. Select Site

Other Invesco sites

Confirm your role to continue

Product Center

More is possible with our ETFs

Find ETFs by goal

Additional ETF solutions

Investment Approaches

Commodity Investing

Overview

Access

Forms

Resources

Tools

Insights

Portfolio Playbook

Flexible

Convenient

Cost-effective

Extend your investment range with managed municipal bond ladders

Explore other portfolios

MODEL PORTFOLIOS BulletShares Corporate

Transcript

MODEL PORTFOLIOS Explore model portfolios

Transcript

Get Models insights

MODEL PORTFOLIOS
BulletShares Corporate

MODEL PORTFOLIOS
Explore model portfolios