RICHARDSON FINANCIAL SERVICES INC.
Position in BAB — Invesco Taxable Municipal Bond ETF
CIK 2012303
MEDWAY, MA
Position in BAB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$6,497
+$1,057 QoQ
Shares Held
241
+20.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,497 | 241 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,440 | 200 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $6,923 | 261 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,298 | 386 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $10,093 | 386 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $16,677 | 605 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,776 | 219 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,344 | 239 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||