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Cornerstone Planning Group’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Cornerstone Planning Group’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
2026
Q1 		$6.67K Sell
249
-254
-50% -$6.92K ﹤0.01% 1016
2025
Q4 		$13.7K Buy
+503
New +$13.8K ﹤0.01% 705

Other funds holding BAB

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return

Cornerstone Planning Group's BAB Position: Q1 2026 in Review

Cornerstone Planning Group reduced its Invesco Taxable Municipal Bond ETF (BAB) stake by 50% in Q1 2026, selling an estimated $6.92K and leaving 249 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Cornerstone Planning Group first reported a position in BAB in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.7K in Q4 2025. 186 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

  • Cornerstone Planning Group held 249 shares of Invesco Taxable Municipal Bond ETF worth $6.67K as of Q1 2026.
  • Cornerstone Planning Group sold 254 Invesco Taxable Municipal Bond ETF shares in Q1 2026, an estimated $6.92K.
  • Invesco Taxable Municipal Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1016 holding.
  • Cornerstone Planning Group first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Cornerstone Planning Group's Invesco Taxable Municipal Bond ETF position peaked at $13.7K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.