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

Westwood Wealth Management’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 		– Sell
-8,646
Closed -$235K – 51
2025
Q4 		$235K Buy
+8,646
New +$236K 0.18% 95

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Westwood Wealth Management's BAB Position: Q1 2026 in Review

Westwood Wealth Management sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q1 2026, closing a stake of 8,646 shares — an estimated $235K sold.

Westwood Wealth Management first reported a position in BAB in Q4 2025 and held it in 1 quarter. The position peaked at $235K in Q4 2025. 187 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

  • Westwood Wealth Management reported no remaining Invesco Taxable Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 8,646 Invesco Taxable Municipal Bond ETF shares in Q1 2026, an estimated $235K.
  • Westwood Wealth Management first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Invesco Taxable Municipal Bond ETF position peaked at $235K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.