D L Carlson Investment Group »

Invesco Taxable Municipal Bond otr shares owned by D L Carlson Investment Group

Quarter-by-quarter ownership of Invesco Taxable Municipal Bond otr (BAB) shares owned by D L Carlson Investment Group from 13F filings

Historical chart of D L Carlson Investment Group investment in Invesco Taxable Municipal Bond otr

Tip: Access up to 7 years of quarterly data

All positions including Invesco Taxable Municipal Bond otr held by D L Carlson Investment Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Taxable Municipal Bond otr by D L Carlson Investment Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 73k 26.48
2023-09-30 $1.8M 71k 25.29
2023-06-30 $1.8M 68k 26.55

More positions owned by D L Carlson Investment Group

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Intrm Gov Cr Etf (GVI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Select Sector Spdr Tr Energy (XLE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Wingstop (WING)
Ishares Tr Msci Eafe Etf (EFA)
Toll Brothers (TOL)
JPMorgan Chase & Co. (JPM)

View all positions for D L Carlson Investment Group

Top funds holding Invesco Taxable Municipal Bond otr

Sontag Advisory
Bank of America Corporation
Bank of New York Mellon
State of Wisconsin Investment Board
Royal Bank of Canada
Pnc Financial Services
Raymond James Financial Services Advisors
Private Ocean
HighTower Advisors
Raymond James & Associates
Wells Fargo & Company
Sumitomo Mitsui Financial
Bank Of Montreal
UBS Group
Conning

View all funds holding Invesco Taxable Municipal Bond otr