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Progressive Investment Management’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Progressive Investment 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
Q1 		$439K Buy
16,265
+741
+5% +$20.2K 0.12% 45
2025
Q4 		$422K Buy
15,524
+556
+4% +$15.2K 0.1% 43
2025
Q3 		$408K Buy
14,968
+1,172
+8% +$31.3K 0.1% 43
2025
Q2 		$366K Buy
13,796
+290
+2% +$7.6K 0.09% 46
2025
Q1 		$360K Buy
13,506
+1,325
+11% +$35.1K 0.1% 45
2024
Q4 		$319K Buy
12,181
+3,894
+47% +$104K 0.08% 48
2024
Q3 		$228K Buy
8,287
+82
+1% +$2.23K 0.06% 51
2024
Q2 		$216K Buy
+8,205
New +$215K 0.06% 51
2023
Q2 		– Sell
-10,834
Closed -$291K – 57
2023
Q1 		$291K Buy
+10,834
New +$288K 0.09% 44
2022
Q3 		– Sell
-7,211
Closed -$200K – 51
2022
Q2 		$200K Sell
7,211
-3,543
-33% -$99K 0.08% 49
2022
Q1 		$319K Sell
10,754
-821
-7% -$25.6K 0.1% 43
2021
Q4 		$382K Buy
11,575
+268
+2% +$8.85K 0.11% 43
2021
Q3 		$372K Buy
+11,307
New +$379K 0.11% 41

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

Progressive Investment Management's BAB Position: Q1 2026 in Review

Progressive Investment Management increased its Invesco Taxable Municipal Bond ETF (BAB) stake by 4.8% in Q1 2026, buying an estimated $20.2K and bringing the position to 16,265 shares worth $439K. The position accounts for 0.12% of the portfolio, ranked #45.

Progressive Investment Management first reported a position in BAB in Q3 2021 and has held it in 13 quarters since. 186 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

  • Progressive Investment Management held 16,265 shares of Invesco Taxable Municipal Bond ETF worth $439K as of Q1 2026.
  • Progressive Investment Management bought 741 Invesco Taxable Municipal Bond ETF shares in Q1 2026, an estimated $20.2K.
  • Invesco Taxable Municipal Bond ETF made up 0.12% of Progressive Investment Management's portfolio in Q1 2026, its #45 holding.
  • Progressive Investment Management first reported a position in Invesco Taxable Municipal Bond ETF in Q3 2021 and has held it in 13 quarters since.
  • 186 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.