Whipplewood Advisors, LLC
Position in BAB — Invesco Taxable Municipal Bond ETF
CIK 2052510
LITTLETON, CO
Position in BAB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$801,601
-$2,295 QoQ
Shares Held
29,733
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $801,601 | 29,733 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $803,896 | 29,555 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $811,550 | 29,738 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $782,183 | 29,483 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $125,956 | 4,721 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $723,858 | 27,681 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||