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Garton & Associates Financial Advisors’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-125
Closed -$3.4K – 170
2025
Q4 		$3.4K Buy
+125
New +$3.42K ﹤0.01% 1045

Other funds holding BAB

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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Garton & Associates Financial Advisors's BAB Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q1 2026, closing a stake of 125 shares — an estimated $3.4K sold.

Garton & Associates Financial Advisors first reported a position in BAB in Q4 2025 and held it in 1 quarter. The position peaked at $3.4K in Q4 2025. 187 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Invesco Taxable Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 125 Invesco Taxable Municipal Bond ETF shares in Q1 2026, an estimated $3.4K.
  • Garton & Associates Financial Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Invesco Taxable Municipal Bond ETF position peaked at $3.4K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.