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Heritage Trust’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Heritage Trust’s Portfolio BSMS Stock Details BSMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$259K Buy
11,138
+835
+8% +$19.4K 0.03% 276
2025
Q1 		$239K Buy
+10,303
New +$239K 0.03% 280