Garrett Investment Advisors LLC Invesco Bulletshares 2029 Muni Transaction History

Garrett Investment Advisors LLC

  • $1.02 Billion
  • Q2 2025

A detailed history of Garrett Investment Advisors LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 29,543 shares of BSMT stock, worth $671,512. This represents 0.07% of its overall portfolio holdings.

Number of Shares
29,543
Previous 55,034 46.32%
Holding current value
$671,512
Previous $1.25 Million 46.49%
% of portfolio
0.07%
Previous 0.14%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$22.22 - $22.92 $566,410 - $584,253
-25,491 Reduced 46.32%
29,543 $670,000
Q1 2025

Apr 10, 2025
BUY
$22.66 - $23.19 $41,739 - $42,715
1,842 Added 3.46%
55,034 $1.25 Million
Q4 2024

Jan 15, 2025
SELL
$22.83 - $23.36 $66,732 - $68,281
-2,923 Reduced 5.21%
53,192 $1.22 Million
Q3 2024

Oct 17, 2024
BUY
$22.87 - $23.34 $4,070 - $4,154
178 Added 0.32%
56,115 $1.31 Million
Q2 2024

Jul 10, 2024
SELL
$22.73 - $23.17 $181,612 - $185,128
-7,990 Reduced 12.5%
55,937 $1.28 Million
Q1 2024

Apr 12, 2024
SELL
$23.21 - $23.53 $720,879 - $730,818
-31,059 Reduced 32.7%
63,927 $1.49 Million
Q4 2023

Jan 05, 2024
BUY
$21.83 - $23.53 $104,172 - $112,285
4,772 Added 5.29%
94,986 $2.23 Million
Q3 2023

Oct 13, 2023
BUY
$22.11 - $23.13 $139,934 - $146,389
6,329 Added 7.54%
90,214 $2 Million
Q2 2023

Jul 10, 2023
BUY
$22.71 - $23.63 $127,130 - $132,280
5,598 Added 7.15%
83,885 $1.93 Million
Q1 2023

Apr 04, 2023
BUY
$22.84 - $23.63 $431,150 - $446,063
18,877 Added 31.77%
78,287 $1.83 Million
Q4 2022

Jan 09, 2023
BUY
$21.79 - $23.16 $389,801 - $414,309
17,889 Added 43.08%
59,410 $0
Q3 2022

Oct 18, 2022
BUY
$21.95 - $23.64 $131,392 - $141,509
5,986 Added 16.85%
41,521 $911,000
Q2 2022

Jul 27, 2022
BUY
$22.35 - $24.08 $794,207 - $855,682
35,535 New
35,535 $815,000

Others Institutions Holding BSMT

# of Institutions
97
Shares Held
5.92M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2029 MUNI

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