Cornerstone Planning Group LLC
Position in BAB — Invesco Taxable Municipal Bond ETF
CIK 1822587
FAIRFIELD, NJ
Position in BAB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$6,713
-$6,968 QoQ
Shares Held
249
-50.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAB Over Time
Shares Held
Position Value (USD)
All Filings in BAB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,713 | 249 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,681 | 503 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||