Concentric Wealth Management’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$217K Hold
2021
Q4
$241K Sell
2021
Q3
$267K Sell
2021
Q2
$433K Sell
2021
Q1
$498K Sell
2020
Q4
$578K Sell
2020
Q3
$609K Sell
2020
Q2
$650K Sell
2020
Q1
$644K Sell
2019
Q4
$692K Buy