Mercer Global Advisors
BAB icon

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

Mercer Global 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
Q1 		– Sell
-7,370
Closed -$200K – 3225
2025
Q4 		$200K Sell
7,370
-14,750
-67% -$403K ﹤0.01% 2564
2025
Q3 		$604K Sell
22,120
-425
-2% -$11.4K ﹤0.01% 1653
2025
Q2 		$598K Buy
+22,545
New +$591K ﹤0.01% 1468

Other funds holding BAB

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Mercer Global Advisors's BAB Position: Q1 2026 in Review

Mercer Global Advisors sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q1 2026, closing a stake of 7,370 shares — an estimated $200K sold.

Mercer Global Advisors first reported a position in BAB in Q2 2025 and held it in 3 quarters. The position peaked at $604K in Q3 2025. 187 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

  • Mercer Global Advisors reported no remaining Invesco Taxable Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 7,370 Invesco Taxable Municipal Bond ETF shares in Q1 2026, an estimated $200K.
  • Mercer Global Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q2 2025 and held it in 3 quarters.
  • Mercer Global Advisors's Invesco Taxable Municipal Bond ETF position peaked at $604K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.