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Global Retirement Partners’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Global Retirement Partners’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 		$116K Buy
+4,334
New +$116K ﹤0.01% 1961
2025
Q4 		$118K Hold
4,334
– – ﹤0.01% 1812
2025
Q3 		$118K Hold
4,334
– – ﹤0.01% 1446
2025
Q2 		$115K Buy
+4,334
New +$114K ﹤0.01% 1367
2024
Q4 		$15.4K Buy
590
+38
+7% +$1.02K ﹤0.01% 2218
2024
Q3 		$15.2K Hold
552
– – ﹤0.01% 2127
2024
Q2 		$14.6K Sell
552
-242
-30% -$6.35K ﹤0.01% 2143
2024
Q1 		$21.1K Sell
794
-917
-54% -$24.4K ﹤0.01% 1789
2023
Q4 		$45.6K Buy
1,711
+440
+35% +$11.3K ﹤0.01% 1416
2023
Q3 		$31.7K Buy
1,271
+8
+0.6% +$208 ﹤0.01% 1464
2023
Q2 		$33.5K Sell
1,263
-66
-5% -$1.76K ﹤0.01% 1452
2023
Q1 		$36K Buy
1,329
+751
+130% +$20K ﹤0.01% 1380
2022
Q4 		$14.9K Buy
578
+228
+65% +$5.84K ﹤0.01% 1612
2022
Q3 		$9K Hold
350
– – ﹤0.01% 1708
2022
Q2 		$10K Hold
350
– – ﹤0.01% 1612
2022
Q1 		$10K Buy
+350
New +$10.9K ﹤0.01% 1612
2021
Q4 		– Sell
-330
Closed -$11K – 369
2021
Q3 		$11K Hold
330
– – ﹤0.01% 1384
2021
Q2 		$11K Hold
330
– – ﹤0.01% 1342
2021
Q1 		$11K Hold
330
– – ﹤0.01% 1262
2020
Q4 		$11K Buy
+330
New +$10.9K ﹤0.01% 1222
2018
Q4 		– Sell
-689
Closed -$20K – 1454
2018
Q3 		$20K Hold
689
– – ﹤0.01% 801
2018
Q2 		$20K Buy
+689
New +$20.4K 0.01% 788

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

Global Retirement Partners's BAB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Taxable Municipal Bond ETF (BAB) in Q2 2026: 4,334 shares worth $116K. The stake represents ﹤0.01% of the portfolio and ranks #1961 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BAB as recently as Q4 2025.

Global Retirement Partners first reported a position in BAB in Q2 2018 and has held it in 22 quarters since. The position peaked at $118K in Q3 2025. 179 funds tracked by Wall St. Rank hold BAB as of Q2 2026.

  • Global Retirement Partners held 4,334 shares of Invesco Taxable Municipal Bond ETF worth $116K as of Q2 2026.
  • Invesco Taxable Municipal Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco Taxable Municipal Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1961 holding.
  • Global Retirement Partners first reported a position in Invesco Taxable Municipal Bond ETF in Q2 2018 and has held it in 22 quarters since.
  • Global Retirement Partners's Invesco Taxable Municipal Bond ETF position peaked at $118K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.