WealthShield Partners’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

WealthShield Partners’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	–	Sell	-500	Closed	-$13.5K	–	397
2026 Q1	$13.5K	Sell	500 -3,328	-87%	-$90.6K	﹤0.01%	522
2025 Q4	$104K	Sell	3,828 -422	-10%	-$11.5K	0.01%	389
2025 Q3	$116K	Buy	+4,250	New	+$114K	0.01%	376

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 $104B AUM 28.3% 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

WealthShield Partners's BAB Position: Q2 2026 in Review

WealthShield Partners sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q2 2026, closing a stake of 500 shares — an estimated $13.5K sold.

WealthShield Partners first reported a position in BAB in Q3 2025 and held it in 3 quarters. The position peaked at $116K in Q3 2025. 179 funds tracked by Wall St. Rank hold BAB as of Q2 2026.

WealthShield Partners reported no remaining Invesco Taxable Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 500 Invesco Taxable Municipal Bond ETF shares in Q2 2026, an estimated $13.5K.
WealthShield Partners first reported a position in Invesco Taxable Municipal Bond ETF in Q3 2025 and held it in 3 quarters.
WealthShield Partners's Invesco Taxable Municipal Bond ETF position peaked at $116K in Q3 2025.
179 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.