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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$379K	Sell
2025 Q1	$400K	Buy
2024 Q4	$256K	Buy