RWB
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RMR Wealth Builders’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-4,924
Closed -$158K – 221
2021
Q1 		$158K Buy
+4,924
New +$162K 0.04% 220
2020
Q4 		– Sell
-23,890
Closed -$791K – 180
2020
Q3 		$797K Buy
23,890
+18,678
+358% +$624K 0.21% 78
2020
Q2 		$172K Buy
+5,212
New +$166K 0.15% 125
2019
Q4 		$135K Buy
+4,263
New +$136K 0.13% 148

Other funds holding BAB

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return