OneDigital Investment Advisors LLC
Position in BAB — Invesco Taxable Municipal Bond ETF
CIK 1690370
OVERLAND PARK, KS
Position in BAB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,924,857
-$285,054 QoQ
Shares Held
71,716
-12.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#41
of 117 holders
Holding Since
Jun 2021
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,924,857 | 71,716 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,209,911 | 81,970 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,196,345 | 80,748 | Shares | Sole | 2026-02-13 | |
| 2022-03-31 | $256,823 | 8,656 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $603,464 | 18,309 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $637,993 | 19,386 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $349,385 | 10,530 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||