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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
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 $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's BAB Position: Q4 2025 in Review

Global Retirement Partners held its Invesco Taxable Municipal Bond ETF (BAB) position steady in Q4 2025 at 4,334 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Global Retirement Partners first reported a position in BAB in Q2 2018 and has held it in 21 quarters since. The position peaked at $118K in Q3 2025. 197 funds tracked by Wall St. Rank hold BAB as of Q4 2025.

  • Global Retirement Partners held 4,334 shares of Invesco Taxable Municipal Bond ETF worth $118K as of Q4 2025.
  • Global Retirement Partners left its Invesco Taxable Municipal Bond ETF share count unchanged in Q4 2025.
  • Invesco Taxable Municipal Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1812 holding.
  • Global Retirement Partners first reported a position in Invesco Taxable Municipal Bond ETF in Q2 2018 and has held it in 21 quarters since.
  • Global Retirement Partners's Invesco Taxable Municipal Bond ETF position peaked at $118K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.