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Grove Bank & Trust’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Grove Bank & Trust’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
Q3 		– Sell
-700
Closed -$18.6K – 836
2025
Q2 		$18.6K Hold
700
– – ﹤0.01% 542
2025
Q1 		$18.7K Buy
+700
New +$18.5K ﹤0.01% 530

Other funds holding BAB

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Grove Bank & Trust's BAB Position: Q3 2025 in Review

Grove Bank & Trust sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q3 2025, closing a stake of 700 shares — an estimated $18.6K sold.

Grove Bank & Trust first reported a position in BAB in Q1 2025 and held it in 2 quarters. The position peaked at $18.7K in Q1 2025. 180 funds tracked by Wall St. Rank hold BAB as of Q3 2025.

  • Grove Bank & Trust reported no remaining Invesco Taxable Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Grove Bank & Trust sold 700 Invesco Taxable Municipal Bond ETF shares in Q3 2025, an estimated $18.6K.
  • Grove Bank & Trust first reported a position in Invesco Taxable Municipal Bond ETF in Q1 2025 and held it in 2 quarters.
  • Grove Bank & Trust's Invesco Taxable Municipal Bond ETF position peaked at $18.7K in Q1 2025.
  • 180 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q3 2025.

Based on Grove Bank & Trust's 13F filing for Q3 2025, filed 6 Oct 2025.