Eagle Bluffs Wealth Management
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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
Q3 		$1.29M Buy
50,898
+814
+2% +$21.4K 0.44% 48
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

Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return
Lakeshore Capital Group
Lakeshore Capital Group Rolling Meadows, Illinois $157M AUM 15.53% 1-Year Est. Return
TI-Trust
TI-Trust Quincy, Illinois $181M AUM 29.57% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
KLCM
KG&L Capital Management Saint Francisville, Louisiana $163M AUM 24.41% 1-Year Est. Return
Family Legacy Inc
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Whipplewood Advisors
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Eagle Bluffs Wealth Management's BAB Position: Q3 2026 in Review

Eagle Bluffs Wealth Management increased its Invesco Taxable Municipal Bond ETF (BAB) stake by 1.6% in Q3 2026, buying an estimated $21.4K and bringing the position to 50,898 shares worth $1.29M. The position accounts for 0.44% of the portfolio, ranked #48.

Eagle Bluffs Wealth Management first reported a position in BAB in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.91M in Q4 2021. 34 funds tracked by Wall St. Rank hold BAB as of Q3 2026.

  • Eagle Bluffs Wealth Management held 50,898 shares of Invesco Taxable Municipal Bond ETF worth $1.29M as of Q3 2026.
  • Eagle Bluffs Wealth Management bought 814 Invesco Taxable Municipal Bond ETF shares in Q3 2026, an estimated $21.4K.
  • Invesco Taxable Municipal Bond ETF made up 0.44% of Eagle Bluffs Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Eagle Bluffs Wealth Management first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Eagle Bluffs Wealth Management's Invesco Taxable Municipal Bond ETF position peaked at $3.91M in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q3 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.