QTR Family Wealth, LLC
Position in BAB — Invesco Taxable Municipal Bond ETF
CIK 2067954
LAKE MARY, FL
Position in BAB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$212,552
-$50,934 QoQ
Shares Held
7,884
-18.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,552 | 7,884 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $263,486 | 9,687 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $273,445 | 10,020 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $376,513 | 14,192 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $380,857 | 14,275 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||