Heritage Trust CO Invesco Bulletshares 2028 Muni Transaction History

Heritage Trust CO

  • $911 Million
  • Q3 2025

A detailed history of Heritage Trust CO transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Heritage Trust CO holds 13,745 shares of BSMS stock, worth $322,457. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,745
Previous 11,138 23.41%
Holding current value
$322,457
Previous $258,000 24.42%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$23.12 - $23.59 $60,273 - $61,499
2,607 Added 23.41%
13,745 $321,000
Q2 2025

Aug 12, 2025
BUY
$22.66 - $23.35 $18,921 - $19,497
835 Added 8.1%
11,138 $258,000
Q1 2025

May 09, 2025
BUY
$23.1 - $23.56 $237,999 - $242,738
10,303 New
10,303 $238,000

Others Institutions Holding BSMS

# of Institutions
113
Shares Held
6.61M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

BSMS Quotes by TradingView
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More about BSMS
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