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Baron Silver Stevens Financial Advisors’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio BAB Stock Details BAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-786
Closed -$26K – 84
2020
Q4 		$26K Buy
+786
New +$26K 0.01% 180

Other funds holding BAB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's BAB Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q1 2021, closing a stake of 786 shares — an estimated $26K sold.

Baron Silver Stevens Financial Advisors first reported a position in BAB in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 188 funds tracked by Wall St. Rank hold BAB as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Invesco Taxable Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 786 Invesco Taxable Municipal Bond ETF shares in Q1 2021, an estimated $26K.
  • Baron Silver Stevens Financial Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Invesco Taxable Municipal Bond ETF position peaked at $26K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.