Heritage Trust’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$246K Sell
2025
Q2
$269K Hold
2025
Q1
$268K Hold
2024
Q4
$268K Buy
2024
Q2
$238K Sell
2024
Q1
$253K Hold
2023
Q4
$255K Buy