GJWM
Gilliland Jeter Wealth Management’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
9,604
-58
| -0.6% | -$1.54K | 0.08% | 156 |
|
|
2025
Q1 | $258K | Buy |
9,662
+1,980
| +26% | +$52.8K | 0.09% | 152 |
|
|
2024
Q4 | $201K | Hold |
7,682
| – | – | 0.07% | 167 |
|
|
2024
Q3 | $212K | Sell |
7,682
-22
| -0.3% | -$607 | 0.07% | 167 |
|
|
2024
Q2 | $203K | Buy |
7,704
+2,000
| +35% | +$52.8K | 0.07% | 163 |
|
|
2024
Q1 | $151K | Sell |
5,704
-5,685
| -50% | -$151K | 0.05% | 187 |
|
|
2023
Q4 | $306K | Buy |
+11,389
| New | +$306K | 0.13% | 130 |
|