Householder Group Estate & Retirement Specialist’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-30	Closed	–	–	587
2024 Q3	$0	Buy	+30	New	+$817	﹤0.01%	1158
2024 Q2	–	Sell	-30	Closed	-$797	–	1194
2024 Q1	$797	Hold	30	–	–	﹤0.01%	1130
2023 Q4	$0	Hold	30	–	–	﹤0.01%	1127
2023 Q3	$759	Buy	+30	New	+$779	﹤0.01%	1164
2023 Q1	$37K	Buy	+1,388	New	+$36.9K	0.01%	500
2022 Q4	–	Sell	-2,204	Closed	-$56K	–	390
2022 Q3	$56K	Buy	+2,204	New	+$60.2K	0.02%	374

Other funds holding BAB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BAB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q4 2024, closing a stake of 30 shares.

Householder Group Estate & Retirement Specialist first reported a position in BAB in Q3 2022 and held it in 6 quarters. The position peaked at $56K in Q3 2022. 196 funds tracked by Wall St. Rank hold BAB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco Taxable Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 30 Invesco Taxable Municipal Bond ETF shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in Invesco Taxable Municipal Bond ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Invesco Taxable Municipal Bond ETF position peaked at $56K in Q3 2022.
196 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.