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IFP Advisors’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

IFP Advisors’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 		$99K Buy
3,687
+168
+5% +$4.51K ﹤0.01% 1985
2026
Q1 		$94.9K Buy
3,519
+11
+0.3% +$299 ﹤0.01% 1877
2025
Q4 		$95.4K Buy
3,508
+736
+27% +$20.1K ﹤0.01% 1824
2025
Q3 		$75.6K Sell
2,772
-90
-3% -$2.41K ﹤0.01% 1857
2025
Q2 		$75.9K Sell
2,862
-46
-2% -$1.21K ﹤0.01% 1811
2025
Q1 		$77.6K Buy
2,908
+11
+0.4% +$291 ﹤0.01% 1672
2024
Q4 		$75.7K Buy
2,897
+11
+0.4% +$295 ﹤0.01% 1611
2024
Q3 		$79.6K Buy
2,886
+67
+2% +$1.82K ﹤0.01% 1508
2024
Q2 		$74.4K Buy
2,819
+11
+0.4% +$289 ﹤0.01% 1491
2024
Q1 		$74.6K Buy
2,808
+10
+0.4% +$266 ﹤0.01% 1417
2023
Q4 		$75.3K Buy
2,798
+9
+0.3% +$230 ﹤0.01% 1369
2023
Q3 		$70.5K Buy
2,789
+10
+0.4% +$260 ﹤0.01% 1424
2023
Q2 		$73.8K Buy
2,779
+9
+0.3% +$240 ﹤0.01% 1451
2023
Q1 		$81.9K Sell
2,770
-5,542
-67% -$147K ﹤0.01% 1350
2022
Q4 		$247K Sell
8,312
-940
-10% -$24.1K 0.01% 1246
2022
Q3 		$274K Sell
9,252
-630
-6% -$17.2K 0.01% 1241
2022
Q2 		$292K Hold
9,882
– – 0.01% 1090
2022
Q1 		$292K Buy
9,882
+6,515
+193% +$203K 0.01% 1090
2021
Q4 		$111K Buy
3,367
+11
+0.3% +$363 ﹤0.01% 1221
2021
Q3 		$111K Buy
3,356
+10
+0.3% +$335 ﹤0.01% 1244
2021
Q2 		$112K Sell
3,346
-240
-7% -$7.83K ﹤0.01% 1187
2021
Q1 		$115K Sell
3,586
-1,538
-30% -$50.6K ﹤0.01% 1107
2020
Q4 		$172K Buy
5,124
+20
+0.4% +$662 0.01% 867
2020
Q3 		$170K Sell
5,104
-785
-13% -$26.2K 0.01% 767
2020
Q2 		$193K Sell
5,889
-275
-4% -$8.76K 0.02% 678
2020
Q1 		$186K Buy
6,164
+1,101
+22% +$35.3K 0.02% 600
2019
Q4 		$160K Sell
5,063
-381
-7% -$12.2K 0.01% 744
2019
Q3 		$175K Buy
+5,444
New +$175K 0.01% 815
2019
Q1 		$204K Sell
6,687
-162
-2% -$4.82K 0.03% 462
2018
Q4 		$202K Hold
6,849
– – 0.01% 860
2018
Q3 		$199K Buy
6,849
+1,029
+18% +$30.3K 0.01% 1078
2018
Q2 		$172K Sell
5,820
-660
-10% -$19.5K 0.01% 1147
2018
Q1 		$199K Hold
6,480
– – 0.01% 994
2017
Q4 		$199K Sell
6,480
-805
-11% -$24.6K 0.01% 997
2017
Q3 		$221K Buy
7,285
+4
+0.1% +$121 0.01% 1084
2017
Q2 		$218K Buy
7,281
+4
+0.1% +$119 0.01% 1082
2017
Q1 		$214K Buy
7,277
+4
+0.1% +$117 0.01% 1076
2016
Q4 		$212K Sell
7,273
-6,030
-45% -$180K 0.01% 1022
2016
Q3 		$418K Buy
13,303
+1,532
+13% +$48.3K 0.02% 637
2016
Q2 		$371K Buy
11,771
+5,084
+76% +$155K 0.02% 666
2016
Q1 		$204K Sell
6,687
-771
-10% -$23K 0.03% 462
2015
Q4 		$216K Buy
+7,458
New +$217K 0.01% 804

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 $103B AUM 28.65% 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

IFP Advisors's BAB Position: Q2 2026 in Review

IFP Advisors increased its Invesco Taxable Municipal Bond ETF (BAB) stake by 4.8% in Q2 2026, buying an estimated $4.51K and bringing the position to 3,687 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

IFP Advisors first reported a position in BAB in Q4 2015 and has held it in 42 quarters since. The position peaked at $418K in Q3 2016. 180 funds tracked by Wall St. Rank hold BAB as of Q2 2026.

  • IFP Advisors held 3,687 shares of Invesco Taxable Municipal Bond ETF worth $99K as of Q2 2026.
  • IFP Advisors bought 168 Invesco Taxable Municipal Bond ETF shares in Q2 2026, an estimated $4.51K.
  • Invesco Taxable Municipal Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1985 holding.
  • IFP Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Invesco Taxable Municipal Bond ETF position peaked at $418K in Q3 2016.
  • 180 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.