Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) Fund Overview
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For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerInvesco BulletShares 2035 Corporate Bond ETF (BSCZ) trades at $19.23. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for BSCZ: BSCZ does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) Financial Services Profile
Invesco BulletShares 2035 Corporate Bond ETF provides targeted exposure to investment-grade corporate bonds maturing in 2035, utilizing a sampling methodology to mirror the BulletShares USD Corporate Bond 2035 Index. This fund offers a defined maturity date, appealing to investors seeking predictable income streams and simplified bond portfolio management within the asset management sector.
What Is the Investment Thesis for BSCZ?
BSCZ offers a targeted approach to corporate bond investing, appealing to investors seeking predictable income and a defined maturity horizon. The ETF's strategy of tracking the BulletShares USD Corporate Bond 2035 Index provides exposure to a diversified portfolio of investment-grade corporate bonds. With a market cap of $0.02 billion and a beta of 0.00, BSCZ exhibits low volatility and is designed to mature around December 15, 2035. Key value drivers include its defined maturity date, simplifying bond investing, and its focus on investment-grade bonds, mitigating credit risk. Growth catalysts involve increasing investor demand for targeted maturity bond ETFs and rising corporate bond issuance. Potential risks include interest rate fluctuations and credit spread widening, which could impact the fund's performance.
Based on FMP financials and quantitative analysis
BSCZ Key Highlights
BSCZ's investment strategy focuses on investment-grade corporate bonds maturing in 2035, offering a defined maturity target.
- The ETF utilizes a sampling methodology to replicate the BulletShares USD Corporate Bond 2035 Index, providing diversified exposure.
- With a market cap of $0.02 billion, BSCZ offers a relatively small but targeted investment in the corporate bond market.
- BSCZ's beta of 0.00 indicates very low volatility compared to the broader market.
- The fund is rebalanced monthly to maintain alignment with its target index and investment objectives.
Who Are BSCZ's Competitors?
BSCZ is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AMZW Roundhill Investments - AMZN WeeklyPay ETF | $34.57 | +1.65% | $33.2M | — |
| BYRE Principal Real Estate Active Opportunities ETF | $25.33 | -0.59% | $23.5M | — |
| JULH Innovator Premium Income 20 Barrier ETF | $25.00 | +0.10% | $14.9M | — |
| JULJ Innovator Premium Income 30 Barrier ETF | $24.87 | +0.04% | $13.6M | — |
| LDRT iShares iBonds 1-5 Year Treasury Ladder ETF | $24.55 | +0.10% | $18.6M | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | — |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | — |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BSCZ's Key Strengths?
Targeted maturity date simplifies bond investing.
- Focus on investment-grade bonds reduces credit risk.
- Transparent and rules-based investment strategy.
- Low expense ratio compared to actively managed bond funds.
What Are BSCZ's Weaknesses?
Limited upside potential compared to equity investments.
- Susceptible to interest rate risk.
- May underperform the index due to sampling methodology.
- Fund will terminate in 2035.
What Are the Key Risks for BSCZ?
Interest rate fluctuations could negatively impact bond values.
- Credit spread widening could reduce fund performance.
- Competition from other fixed-income ETFs and investment strategies.
- Economic downturn could lead to corporate bond defaults.
What Are BSCZ's Competitive Advantages?
- Defined maturity date simplifies bond investing.
- Focus on investment-grade bonds mitigates credit risk.
- Established brand name of Invesco provides credibility.
- Sampling methodology offers cost-effective index tracking.
What Does BSCZ Do?
The Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) is designed to provide investors with targeted exposure to the U.S. dollar-denominated, investment-grade corporate bond market, specifically those bonds maturing in the year 2035. The fund operates by tracking the BulletShares USD Corporate Bond 2035 Index. BSCZ employs a sampling methodology, meaning it does not necessarily hold all the securities present in the index but rather a representative selection intended to replicate the index's overall performance. Launched by Invesco, a well-established asset management firm, BSCZ caters to investors seeking a simplified approach to bond investing with a defined maturity date. The ETF is rebalanced monthly to maintain its alignment with the target index and investment objectives. Upon its designated maturity date, around December 15, 2035, the fund will terminate, distributing its remaining assets to shareholders. BSCZ offers a strategic tool for investors aiming to align their bond investments with specific future liabilities or financial goals, providing a blend of diversification and targeted maturity within the corporate bond landscape.
What Products and Services Does BSCZ Offer?
- Invests in U.S. dollar-denominated, investment-grade corporate bonds.
- Tracks the BulletShares USD Corporate Bond 2035 Index.
- Employs a sampling methodology to replicate the index's performance.
- Provides targeted exposure to bonds maturing in 2035.
- Offers a defined maturity date for simplified bond investing.
- Rebalances monthly to maintain alignment with the target index.
- Terminates on or about December 15, 2035, distributing assets to shareholders.
How Does BSCZ Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to replicate the performance of the BulletShares USD Corporate Bond 2035 Index.
- Utilizes a sampling methodology to efficiently track the index.
- Provides a transparent and accessible way for investors to access the corporate bond market.
What Industry Does BSCZ Operate In?
The asset management industry is characterized by a diverse range of investment vehicles, including ETFs like BSCZ, mutual funds, and hedge funds. Market trends include the increasing popularity of passive investment strategies and the growing demand for fixed-income products with specific maturity dates. The competitive landscape features established asset managers like Invesco, as well as smaller, specialized ETF providers. BSCZ fits into this landscape by offering a niche product focused on targeted maturity corporate bonds, catering to investors seeking predictable income streams and simplified bond portfolio management.
Who Are BSCZ's Key Customers?
- Individual investors seeking targeted bond exposure.
- Financial advisors building bond portfolios for clients.
- Institutional investors managing fixed-income assets.
- Retirement savers looking for predictable income streams.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -3.5%.
BSCZ Financials
Bull Case vs Bear Case
Bull Case
- Targeted maturity date simplifies bond investing.
- Focus on investment-grade bonds reduces credit risk.
- Transparent and rules-based investment strategy.
- Low expense ratio compared to actively managed bond funds.
Bear Case
- Limited upside potential compared to equity investments.
- Susceptible to interest rate risk.
- May underperform the index due to sampling methodology.
- Fund will terminate in 2035.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
BSCZ Latest News
No recent news available for BSCZ.
BSCZ Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for BSCZ.
Price Targets
Wall Street price target analysis for BSCZ.
BSCZ MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for BSCZ; grades run from A+ (80-100) to F (below 30).
BSCZ Financials Stock FAQ
What are the main risks for BSCZ?
The primary risks for BSCZ include interest rate risk, credit risk, and liquidity risk. Interest rate risk refers to the potential for bond values to decline as interest rates rise. Credit risk is the risk that issuers of the corporate bonds held by the fund may default on their obligations.
How sensitive is BSCZ to interest rate changes?
BSCZ's sensitivity to interest rate changes is a crucial factor for investors to consider. As a bond ETF, its value is inversely related to interest rates; when rates rise, the value of the bonds held by BSCZ, and consequently the ETF's price, tends to fall. The extent of this sensitivity depends on the duration of the bonds in the portfolio.
What is Invesco BulletShares 2035 Corporate Bond ETF's credit quality and risk management approach?
BSCZ focuses on investment-grade corporate bonds, indicating a commitment to relatively high credit quality. This means the fund primarily invests in bonds issued by companies with a lower risk of default. However, even investment-grade bonds carry some degree of credit risk.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.