United Capital Financial Advisors’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Buy
2016
Q4
Sell
2016
Q3
$796K Sell
2016
Q2
$839K Sell
2016
Q1
$914K Hold
2015
Q4
$878K Hold
2015
Q3
$887K Buy
2015
Q2
$379K Buy
2015
Q1
$209K Hold
2014
Q4
$211K Sell
2014
Q3
$223K Sell
2014
Q2
$715K Buy
2014
Q1
$254K Buy
2013
Q4
Sell
2013
Q3
$257K Buy