Goldman Sachs
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Goldman Sachs’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Goldman Sachs’s Portfolio BSMT Stock Details BSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-68,028
Closed -$1.56M – 6087
2024
Q4 		$1.56M Buy
+68,028
New +$1.57M ﹤0.01% 4505
2023
Q3 		– Sell
-51,871
Closed -$1.19M – 5561
2023
Q2 		$1.19M Buy
+51,871
New +$1.2M ﹤0.01% 4226

Other funds holding BSMT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Goldman Sachs's BSMT Position: Q1 2025 in Review

Goldman Sachs sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q1 2025, closing a stake of 68,028 shares — an estimated $1.56M sold.

Goldman Sachs first reported a position in BSMT in Q2 2023 and held it in 2 quarters. The position peaked at $1.56M in Q4 2024. 89 funds tracked by Wall St. Rank hold BSMT as of Q1 2025.

  • Goldman Sachs reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Goldman Sachs sold 68,028 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2025, an estimated $1.56M.
  • Goldman Sachs first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2023 and held it in 2 quarters.
  • Goldman Sachs's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $1.56M in Q4 2024.
  • 89 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2025.

Based on Goldman Sachs's 13F filing for Q1 2025, filed 9 May 2025.