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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
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

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return

WealthShield Partners's BAB Position: Q1 2026 in Review

WealthShield Partners reduced its Invesco Taxable Municipal Bond ETF (BAB) stake by 87% in Q1 2026, selling an estimated $90.6K and leaving 500 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

WealthShield Partners first reported a position in BAB in Q3 2025 and has held it in 3 quarters since. The position peaked at $116K in Q3 2025. 186 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

  • WealthShield Partners held 500 shares of Invesco Taxable Municipal Bond ETF worth $13.5K as of Q1 2026.
  • WealthShield Partners sold 3,328 Invesco Taxable Municipal Bond ETF shares in Q1 2026, an estimated $90.6K.
  • Invesco Taxable Municipal Bond ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #522 holding.
  • WealthShield Partners first reported a position in Invesco Taxable Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • WealthShield Partners's Invesco Taxable Municipal Bond ETF position peaked at $116K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.