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Onyx Bridge Wealth Group’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Onyx Bridge Wealth Group’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 		$457K Sell
16,947
-6,501
-28% -$177K 0.05% 230
2025
Q4 		$638K Sell
23,448
-3,017
-11% -$82.5K 0.07% 192
2025
Q3 		$722K Sell
26,465
-12,376
-32% -$331K 0.08% 173
2025
Q2 		$1.03M Sell
38,841
-344,249
-90% -$9.02M 0.14% 115
2025
Q1 		$10.2M Buy
383,090
+319,468
+502% +$8.45M 1.47% 17
2024
Q4 		$1.66M Sell
63,622
-118,917
-65% -$3.18M 0.24% 77
2024
Q3 		$5.03M Buy
182,539
+116,500
+176% +$3.17M 0.76% 35
2024
Q2 		$1.74M Sell
66,039
-6,300
-9% -$165K 0.29% 66
2024
Q1 		$1.86M Sell
72,339
-231,162
-76% -$6.15M 0.33% 61
2023
Q4 		$8.17M Buy
303,501
+11,788
+4% +$302K 1.65% 18
2023
Q3 		$7.38M Sell
291,713
-21,684
-7% -$563K 1.72% 15
2023
Q2 		$8.32M Buy
313,397
+254,629
+433% +$6.8M 1.99% 12
2023
Q1 		$1.58M Sell
58,768
-7,635
-11% -$203K 0.63% 33
2022
Q4 		$1.76M Sell
66,403
-20,539
-24% -$526K 0.71% 23
2022
Q3 		$2.22M Sell
86,942
-695
-0.8% -$19K 1.01% 17
2022
Q2 		$2.45M Buy
+87,637
New +$2.45M 1.09% 14

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 $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return

Onyx Bridge Wealth Group's BAB Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its Invesco Taxable Municipal Bond ETF (BAB) stake by 28% in Q1 2026, selling an estimated $177K and leaving 16,947 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #230.

Onyx Bridge Wealth Group first reported a position in BAB in Q2 2022 and has held it in 16 quarters since. The position peaked at $10.2M in Q1 2025. 186 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

  • Onyx Bridge Wealth Group held 16,947 shares of Invesco Taxable Municipal Bond ETF worth $457K as of Q1 2026.
  • Onyx Bridge Wealth Group sold 6,501 Invesco Taxable Municipal Bond ETF shares in Q1 2026, an estimated $177K.
  • Invesco Taxable Municipal Bond ETF made up 0.05% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #230 holding.
  • Onyx Bridge Wealth Group first reported a position in Invesco Taxable Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Onyx Bridge Wealth Group's Invesco Taxable Municipal Bond ETF position peaked at $10.2M in Q1 2025.
  • 186 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.