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

Eagle Bluffs Wealth Management’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
Q2 		$1.34M Sell
50,084
-1,441
-3% -$38.7K 0.45% 43
2026
Q1 		$1.39M Buy
51,525
+3,807
+8% +$104K 0.54% 41
2025
Q4 		$1.3M Buy
47,718
+3,197
+7% +$87.4K 0.53% 42
2025
Q3 		$1.21M Sell
44,521
-90
-0.2% -$2.41K 0.52% 44
2025
Q2 		$1.18M Sell
44,611
-6,119
-12% -$160K 0.56% 40
2025
Q1 		$1.35M Sell
50,730
-5
-0% -$132 0.72% 40
2024
Q4 		$1.33M Sell
50,735
-69,040
-58% -$1.85M 0.71% 37
2024
Q3 		$3.3M Sell
119,775
-6,762
-5% -$184K 1.78% 17
2024
Q2 		$3.34M Buy
126,537
+3,827
+3% +$100K 1.94% 15
2024
Q1 		$3.26M Sell
122,710
-8,710
-7% -$232K 2.02% 13
2023
Q4 		$3.54M Buy
131,420
+24,756
+23% +$634K 2.41% 9
2023
Q3 		$2.7M Buy
106,664
+72,214
+210% +$1.87M 2.07% 13
2023
Q2 		$915K Buy
34,450
+9,304
+37% +$249K 0.7% 37
2023
Q1 		$676K Buy
+25,146
New +$669K 0.55% 42
2022
Q1 		– Sell
-118,559
Closed -$3.91M – 65
2021
Q4 		$3.91M Buy
+118,559
New +$3.91M 4.08% 7

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 $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Eagle Bluffs Wealth Management's BAB Position: Q2 2026 in Review

Eagle Bluffs Wealth Management reduced its Invesco Taxable Municipal Bond ETF (BAB) stake by 2.8% in Q2 2026, selling an estimated $38.7K and leaving 50,084 shares worth $1.34M. The position accounts for 0.45% of the portfolio, ranked #43.

Eagle Bluffs Wealth Management first reported a position in BAB in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.91M in Q4 2021. 179 funds tracked by Wall St. Rank hold BAB as of Q2 2026.

  • Eagle Bluffs Wealth Management held 50,084 shares of Invesco Taxable Municipal Bond ETF worth $1.34M as of Q2 2026.
  • Eagle Bluffs Wealth Management sold 1,441 Invesco Taxable Municipal Bond ETF shares in Q2 2026, an estimated $38.7K.
  • Invesco Taxable Municipal Bond ETF made up 0.45% of Eagle Bluffs Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Eagle Bluffs Wealth Management first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Eagle Bluffs Wealth Management's Invesco Taxable Municipal Bond ETF position peaked at $3.91M in Q4 2021.
  • 179 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.