Shelter Mutual Insurance’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Shelter Mutual Insurance’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 Q2	$5.33M	Hold	198,589	–	–	1.13%	36
2026 Q1	$5.35M	Hold	198,589	–	–	1.19%	36
2025 Q4	$5.4M	Hold	198,589	–	–	1.2%	35
2025 Q3	$5.42M	Hold	198,589	–	–	1.22%	34
2025 Q2	$5.27M	Hold	198,589	–	–	1.22%	34
2025 Q1	$5.3M	Hold	198,589	–	–	1.28%	33
2024 Q4	$5.19M	Hold	198,589	–	–	1.29%	35
2024 Q3	$5.3M	Hold	198,589	–	–	1.27%	36
2024 Q2	$5.24M	Hold	198,589	–	–	1.36%	35
2024 Q1	$5.27M	Hold	198,589	–	–	1.36%	35
2023 Q4	$5.34M	Hold	198,589	–	–	1.47%	33
2023 Q3	$5.03M	Hold	198,589	–	–	1.4%	33
2023 Q2	$5.26M	Buy	+198,589	New	+$5.31M	1.28%	36

Other funds holding BAB

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Shelter Mutual Insurance's BAB Position: Q2 2026 in Review

Shelter Mutual Insurance held its Invesco Taxable Municipal Bond ETF (BAB) position steady in Q2 2026 at 198,589 shares worth $5.33M. The position accounts for 1.13% of the portfolio, ranked #36.

Shelter Mutual Insurance first reported a position in BAB in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.42M in Q3 2025. 180 funds tracked by Wall St. Rank hold BAB as of Q2 2026.

Shelter Mutual Insurance held 198,589 shares of Invesco Taxable Municipal Bond ETF worth $5.33M as of Q2 2026.
Shelter Mutual Insurance left its Invesco Taxable Municipal Bond ETF share count unchanged in Q2 2026.
Invesco Taxable Municipal Bond ETF made up 1.13% of Shelter Mutual Insurance's portfolio in Q2 2026, its #36 holding.
Shelter Mutual Insurance first reported a position in Invesco Taxable Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
Shelter Mutual Insurance's Invesco Taxable Municipal Bond ETF position peaked at $5.42M in Q3 2025.
180 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2026.

Based on Shelter Mutual Insurance's 13F filing for Q2 2026, filed 11 Aug 2026.