Heritage Trust CO Invesco Bulletshares 2029 Muni Transaction History

Heritage Trust CO

$911 Million
Q3 2025

A detailed history of Heritage Trust CO transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Heritage Trust CO holds 8,781 shares of BSMT stock, worth $202,665. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,781

Holding current value

$202,665

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$22.71 - $23.24 $199,416 - $204,070	8,781 New	8,781 $202,000

Others Institutions Holding BSMT

# of Institutions

105

Shares Held

6.53M

Call Options Held

Put Options Held

Hills Bank & Trust CO

571K
Shares

$13.2 Million
0.82% of portfolio
Wells Fargo & Company San Francisco, CA

552K
Shares

$12.7 Million
0.0% of portfolio
Kathmere Capital Management, LLC Wayne, PA

278K
Shares

$6.42 Million
0.48% of portfolio
Lpl Financial LLC Fort Mill, SC

248K
Shares

$5.72 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

241K
Shares

$5.56 Million
0.0% of portfolio

View Full List

About INVESCO BULLETSHARES 2029 MUNI

Ticker BSMT
Sector ETFs
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