OBWG
Onyx Bridge Wealth Group’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 | $1.03M | Sell |
38,841
-344,249
| -90% | -$9.13M | 0.14% | 115 |
|
2025
Q1 | $10.2M | Buy |
383,090
+319,468
| +502% | +$8.52M | 1.47% | 17 |
|
2024
Q4 | $1.66M | Sell |
63,622
-118,917
| -65% | -$3.11M | 0.24% | 77 |
|
2024
Q3 | $5.03M | Buy |
182,539
+116,500
| +176% | +$3.21M | 0.76% | 35 |
|
2024
Q2 | $1.74M | Sell |
66,039
-6,300
| -9% | -$166K | 0.29% | 66 |
|
2024
Q1 | $1.86M | Sell |
72,339
-231,162
| -76% | -$5.95M | 0.33% | 61 |
|
2023
Q4 | $8.17M | Buy |
303,501
+11,788
| +4% | +$317K | 1.65% | 18 |
|
2023
Q3 | $7.38M | Sell |
291,713
-21,684
| -7% | -$548K | 1.72% | 15 |
|
2023
Q2 | $8.32M | Buy |
313,397
+254,629
| +433% | +$6.76M | 1.99% | 12 |
|
2023
Q1 | $1.58M | Sell |
58,768
-7,635
| -11% | -$205K | 0.63% | 33 |
|
2022
Q4 | $1.76M | Sell |
66,403
-20,539
| -24% | -$543K | 0.71% | 23 |
|
2022
Q3 | $2.22M | Sell |
86,942
-695
| -0.8% | -$17.8K | 1.01% | 17 |
|
2022
Q2 | $2.45M | Buy |
+87,637
| New | +$2.45M | 1.09% | 14 |
|