Modern Wealth Management, LLC
Position in BAB — Invesco Taxable Municipal Bond ETF
CIK 2001900
KANSAS CITY, MO
Position in BAB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$375,013
-$681,652 QoQ
Shares Held
13,910
-64.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $375,013 | 13,910 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,056,665 | 38,848 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,083,276 | 39,695 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,077,595 | 40,618 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||