MWM
Maltin Wealth Management’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Buy |
259,337
+23,898
| +10% | +$634K | 3.1% | 5 |
|
|
2025
Q1 | $6.28M | Buy |
235,439
+25,921
| +12% | +$692K | 2.95% | 5 |
|
|
2024
Q4 | $5.48M | Buy |
209,518
+15,965
| +8% | +$417K | 2.69% | 7 |
|
|
2024
Q3 | $5.34M | Buy |
193,553
+62,252
| +47% | +$1.72M | 2.6% | 7 |
|
|
2024
Q2 | $3.46M | Buy |
131,301
+74,361
| +131% | +$1.96M | 1.86% | 14 |
|
|
2024
Q1 | $1.51M | Buy |
56,940
+34,064
| +149% | +$904K | 0.85% | 38 |
|
|
2023
Q4 | $616K | Buy |
22,876
+10,471
| +84% | +$282K | 0.39% | 66 |
|
|
2023
Q3 | $314K | Sell |
12,405
-342
| -3% | -$8.65K | 0.22% | 85 |
|
|
2023
Q2 | $338K | Sell |
12,747
-601
| -5% | -$16K | 0.24% | 80 |
|
|
2023
Q1 | $359K | Buy |
+13,348
| New | +$359K | 0.26% | 76 |
|