Strategic Financial Concepts, LLC
Position in BAB — Invesco Taxable Municipal Bond ETF
CIK 1870686
SAN ANTONIO, TX
Position in BAB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$202,927
-$1,807 QoQ
Shares Held
7,527
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,927 | 7,527 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $204,734 | 7,527 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $216,348 | 8,109 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $444,759 | 17,008 | Shares | Sole | 2025-01-30 | |
| 2024-06-30 | $1,367,275 | 51,830 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $480,475 | 18,097 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $451,253 | 16,769 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $524,286 | 20,731 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $528,238 | 19,896 | Shares | Sole | 2023-09-07 | |
| 2023-03-31 | $534,804 | 19,896 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||