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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
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 $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

Eagle Bluffs Wealth Management's BAB Position: Q1 2026 in Review

Eagle Bluffs Wealth Management increased its Invesco Taxable Municipal Bond ETF (BAB) stake by 8% in Q1 2026, buying an estimated $104K and bringing the position to 51,525 shares worth $1.39M. The position accounts for 0.54% of the portfolio, ranked #41.

Eagle Bluffs Wealth Management first reported a position in BAB in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.91M in Q4 2021. 186 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

  • Eagle Bluffs Wealth Management held 51,525 shares of Invesco Taxable Municipal Bond ETF worth $1.39M as of Q1 2026.
  • Eagle Bluffs Wealth Management bought 3,807 Invesco Taxable Municipal Bond ETF shares in Q1 2026, an estimated $104K.
  • Invesco Taxable Municipal Bond ETF made up 0.54% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Eagle Bluffs Wealth Management first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Eagle Bluffs Wealth Management's Invesco Taxable Municipal Bond ETF position peaked at $3.91M in Q4 2021.
  • 186 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.