IAA
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Independent Advisor Alliance’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Independent Advisor Alliance’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 		– Sell
-10,784
Closed -$291K – 1075
2026
Q1 		$291K Buy
+10,784
New +$294K ﹤0.01% 1335

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

Independent Advisor Alliance's BAB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q2 2026, closing a stake of 10,784 shares — an estimated $291K sold.

Independent Advisor Alliance first reported a position in BAB in Q1 2026 and held it in 1 quarter. The position peaked at $291K in Q1 2026. 180 funds tracked by Wall St. Rank hold BAB as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco Taxable Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,784 Invesco Taxable Municipal Bond ETF shares in Q2 2026, an estimated $291K.
  • Independent Advisor Alliance first reported a position in Invesco Taxable Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco Taxable Municipal Bond ETF position peaked at $291K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.