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Institute for Wealth Management’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Institute for Wealth Management’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 		$17.5K Buy
+653
New +$17.5K ﹤0.01% 1173
2020
Q1 		– Sell
-1,110
Closed -$35K – 411
2019
Q4 		$35K Buy
+1,110
New +$35.5K 0.01% 532

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 $104B AUM 28.3% 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

Institute for Wealth Management's BAB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Taxable Municipal Bond ETF (BAB) in Q2 2026: 653 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #1173 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BAB as recently as Q4 2019.

Institute for Wealth Management first reported a position in BAB in Q4 2019 and has held it in 2 quarters since. The position peaked at $35K in Q4 2019. 179 funds tracked by Wall St. Rank hold BAB as of Q2 2026.

  • Institute for Wealth Management held 653 shares of Invesco Taxable Municipal Bond ETF worth $17.5K as of Q2 2026.
  • Invesco Taxable Municipal Bond ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco Taxable Municipal Bond ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1173 holding.
  • Institute for Wealth Management first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2019 and has held it in 2 quarters since.
  • Institute for Wealth Management's Invesco Taxable Municipal Bond ETF position peaked at $35K in Q4 2019.
  • 179 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.