GOULD ASSET MANAGEMENT LLC /CA/
Position in BAB — Invesco Taxable Municipal Bond ETF
CIK 1091961
CLAREMONT, CA
Position in BAB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$18,932,774
+$920,448 QoQ
Shares Held
705,394
+5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.80%
of 13F equity value
Holder Rank
#7
of 117 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAB Over Time
Shares Held
Position Value (USD)
All Filings in BAB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,932,774 | 705,394 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $18,012,326 | 668,113 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,784,937 | 653,858 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,822,538 | 616,436 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $15,930,893 | 600,486 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $14,938,078 | 559,898 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $13,072,724 | 499,913 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $13,944,327 | 505,779 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,501,561 | 473,903 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $12,168,927 | 458,340 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $9,886,787 | 367,402 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $9,543,813 | 377,375 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,614,471 | 362,127 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,713,464 | 361,364 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $10,768,324 | 418,838 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,730,446 | 418,341 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $11,446,585 | 412,936 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $12,028,603 | 405,413 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,646,158 | 383,682 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $12,369,355 | 375,854 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $12,325,142 | 371,463 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $11,468,725 | 358,062 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $11,701,617 | 349,302 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $11,086,773 | 332,437 | Shares | Sole | 2021-02-02 | |
| 2020-06-30 | $9,243,003 | 280,857 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,695,081 | 54,857 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||