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Heritage Trust’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Heritage Trust’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$379K Sell
16,134
-830
-5% -$19.5K 0.04% 235
2025
Q1 		$400K Buy
16,964
+6,124
+56% +$144K 0.05% 231
2024
Q4 		$256K Buy
+10,840
New +$256K 0.03% 276