What Investors Should Know About a 2027 Bond Buy That Strengthens a Multi-Year Income Plan

2 hours ago 4

Jonathan Ponciano, The Motley Fool

Sun, February 1, 2026 astatine 5:35 PM CST 4 min read

On January 23, BCS Wealth Management disclosed a bargain of 418,591 shares of the Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR), an estimated $8.26 cardinal commercialized based connected quarterly mean pricing.

According to a January 23 SEC filing, BCS Wealth Management accrued its involvement by 418,591 shares successful the Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR). The estimated worth of shares acquired during the 4th is $8.26 million, based connected the mean closing terms implicit the period. Meanwhile, the full presumption worth astatine quarter’s extremity accrued by $8.27 million, reflecting some trading and terms changes.

The post-trade presumption represents 1.60% of BCS Wealth Management’s 13F reportable assets nether management.

Top holdings aft the filing:

NYSEMKT:VOO: $95,207,702 (9.6% of AUM)
NYSEMKT:SCHX: $36,188,524 (3.7% of AUM)
NYSEMKT:SCHF: $31,538,497 (3.2% of AUM)
NYSE:PG: $27,596,302 (2.8% of AUM)
NYSEMKT:AGG: $24,651,187 (2.5% of AUM)

As of January 23, BSCR shares were priced astatine $19.70, up abour 1% implicit the past year. The money besides reported an annualized output of 4.3%.

Metric

Value

AUM	$4.42 billion
Dividend Yield	4.3%
Price (as of 1/23/26)	$19.70
1-Year Total Return	6%

BSCR’s concern strategy focuses connected tracking a portfolio of U.S. dollar-denominated concern people firm bonds maturing successful 2027, providing targeted vulnerability to a defined maturity year.
The fund's underlying holdings dwell chiefly of high-quality firm bonds, with portfolio creation designed to lucifer the maturity and recognition criteria of its benchmark index.
Structured arsenic an exchange-traded money with a transparent, rules-based approach.

The Invesco BulletShares 2027 Corporate Bond ETF provides investors with a defined-maturity concern vehicle, targeting concern people firm bonds acceptable to mature successful 2027. The fund's strategy delivers a blend of income procreation and main preservation, appealing to those seeking a laddered enslaved attack wrong an ETF structure.

With a sizable plus basal and a absorption connected high-quality issuers, the ETF offers diversification, liquidity, and transparency. Its rules-based methodology and annualized output presumption it arsenic a applicable prime for organization and idiosyncratic investors readying for circumstantial aboriginal currency travel needs.

This 2027 enslaved acquisition does not basal alone. It sits wrong a broader ladder that already includes bonds maturing successful 2026 and extends done astatine slightest 2034, creating staggered liquidity implicit astir a decade.

The Invesco BulletShares 2027 Corporate Bond ETF adds a beardown rung. It holds 500 investment-grade bonds, carries an effectual duration of astir 1.25 years, and offers an annualized organisation complaint of astir 4.2%, each portion charging a 0.10% disbursal ratio. The money is designed to terminate successful precocious 2027 and therein returns main arsenic holdings mature.

That operation complements the remainder of the portfolio. Equities inactive dominate, with ample allocations to wide marketplace ETFs and blue-chip stocks. The enslaved sleeve plays a antithetic role. By spreading maturities from 2026 done astatine slightest 2034, the steadfast avoids locking superior into a azygous complaint outlook portion maintaining predictable currency travel on the way.

For semipermanent investors, the takeaway is subtle but important. This is not astir squeezing other yield, but astir sequencing flexibility. A well-built enslaved ladder creates optionality, allowing superior to beryllium redeployed gradually arsenic opportunities emerge.