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Signature Wealth Management Group’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Signature Wealth Management 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 		$2.19M Buy
81,363
+615
+0.8% +$16.7K 0.83% 41
2025
Q4 		$2.2M Sell
80,748
-632
-0.8% -$17.3K 0.9% 46
2025
Q3 		$2.22M Buy
81,380
+2,580
+3% +$69K 0.86% 46
2025
Q2 		$2.09M Buy
78,800
+3,338
+4% +$87.5K 0.82% 47
2025
Q1 		$2.01M Sell
75,462
-1,210
-2% -$32K 0.78% 50
2024
Q4 		$2M Buy
76,672
+362
+0.5% +$9.7K 0.81% 49
2024
Q3 		$2.1M Buy
76,310
+1,001
+1% +$27.3K 0.84% 45
2024
Q2 		$1.99M Buy
75,309
+820
+1% +$21.5K 0.87% 42
2024
Q1 		$1.93M Sell
74,489
-1,915
-3% -$50.9K 0.88% 39
2023
Q4 		$2.06M Buy
+76,404
New +$1.96M 0.95% 38
2023
Q2 		$2.11M Buy
79,647
+2,338
+3% +$62.5K 0.98% 40
2023
Q1 		$2.08M Buy
77,309
+1,384
+2% +$36.8K 0.99% 41
2022
Q4 		$1.95M Sell
75,925
-172
-0.2% -$4.41K 0.95% 40
2022
Q3 		$1.95M Buy
76,097
+3,211
+4% +$87.7K 0.99% 43
2022
Q2 		$2.02M Buy
72,886
+576
+0.8% +$16.1K 0.98% 45
2022
Q1 		$2.15M Buy
72,310
+3,319
+5% +$104K 0.97% 53
2021
Q4 		$2.27M Buy
68,991
+108
+0.2% +$3.56K 1.15% 44
2021
Q3 		$2.27M Buy
68,883
+847
+1% +$28.4K 1.26% 40
2021
Q2 		$2.26M Sell
68,036
-632
-0.9% -$20.6K 1.26% 40
2021
Q1 		$2.2M Sell
68,668
-1,596
-2% -$52.5K 1.29% 39
2020
Q4 		$2.35M Buy
70,264
+788
+1% +$26.1K 1.48% 36
2020
Q3 		$2.32M Sell
69,476
-1,898
-3% -$63.4K 1.67% 32
2020
Q2 		$2.35M Buy
71,374
+42
+0.1% +$1.34K 1.8% 31
2020
Q1 		$2.2M Sell
71,332
-142
-0.2% -$4.55K 1.94% 25
2019
Q4 		$2.26M Buy
71,474
+2,706
+4% +$86.5K 1.43% 36
2019
Q3 		$2.23M Buy
68,768
+211
+0.3% +$6.78K 1.48% 36
2019
Q2 		$2.15M Buy
68,557
+628
+0.9% +$19.3K 1.44% 37
2019
Q1 		$2.07M Buy
67,929
+2,138
+3% +$63.6K 1.45% 38
2018
Q4 		$1.95M Buy
65,791
+93
+0.1% +$2.69K 1.52% 37
2018
Q3 		$1.89M Buy
65,698
+1,140
+2% +$33.5K 1.4% 36
2018
Q2 		$1.91M Buy
64,558
+740
+1% +$21.9K 1.41% 35
2018
Q1 		$1.92M Buy
63,818
+84
+0.1% +$2.51K 1.48% 34
2017
Q4 		$1.96M Buy
+63,734
New +$1.94M 1.43% 35

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 $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Signature Wealth Management Group's BAB Position: Q1 2026 in Review

Signature Wealth Management Group increased its Invesco Taxable Municipal Bond ETF (BAB) stake by 0.76% in Q1 2026, buying an estimated $16.7K and bringing the position to 81,363 shares worth $2.19M. The position accounts for 0.83% of the portfolio, ranked #41.

Signature Wealth Management Group first reported a position in BAB in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.35M in Q4 2020. 187 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

  • Signature Wealth Management Group held 81,363 shares of Invesco Taxable Municipal Bond ETF worth $2.19M as of Q1 2026.
  • Signature Wealth Management Group bought 615 Invesco Taxable Municipal Bond ETF shares in Q1 2026, an estimated $16.7K.
  • Invesco Taxable Municipal Bond ETF made up 0.83% of Signature Wealth Management Group's portfolio in Q1 2026, its #41 holding.
  • Signature Wealth Management Group first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2017 and has held it in 33 quarters since.
  • Signature Wealth Management Group's Invesco Taxable Municipal Bond ETF position peaked at $2.35M in Q4 2020.
  • 187 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.