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Invesco Taxable Municipal Bond otr shares owned by Gould Asset Management

Quarter-by-quarter ownership of Invesco Taxable Municipal Bond otr (BAB) shares owned by Gould Asset Management from 13F filings

Historical chart of Gould Asset Management 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 Gould Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Taxable Municipal Bond otr by Gould Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 506k 27.57
2024-06-30 $13M 474k 26.38
2024-03-31 $12M 458k 26.55
2023-12-31 $9.9M 367k 26.91
2023-09-30 $9.5M 377k 25.29
2023-06-30 $9.6M 362k 26.55
2023-03-31 $9.7M 361k 26.88
2022-12-31 $11M 419k 25.71
2022-09-30 $11M 418k 25.65
2022-06-30 $11M 413k 27.72
2022-03-31 $12M 405k 29.67
2021-12-31 $13M 384k 32.96
2021-09-30 $12M 376k 32.91
2021-06-30 $12M 372k 33.18
2021-03-31 $12M 358k 32.03
2020-12-31 $12M 349k 33.50
2020-09-30 $11M 332k 33.35
2020-06-30 $9.2M 281k 32.91
2020-03-31 $1.7M 55k 30.90
2019-12-31 $1.7M 55k 31.68
2019-09-30 $1.8M 56k 32.40
2019-06-30 $1.8M 58k 31.44
2019-03-31 $1.7M 57k 30.43
2018-12-31 $1.6M 53k 29.70
2018-09-30 $1.5M 53k 29.08
2018-06-30 $1.5M 50k 29.60

More positions owned by Gould Asset Management

S&p 500 Depository Receipt Tr Unit (SPY)
Ishares 0-5 Year Tips Bond Et 0-5 Yr Tips Etf (STIP)
Ishares Barclays 20 Year Tre 20 Yr Tr Bd Etf (TLT)
Vanguard Short Term Treasury Short Term Treas (VGSH)
Vanguard Short-term Corporate Shrt Trm Corp Bd (VCSH)
Ishares S&p 500 Index Etf Core S&p500 Etf (IVV)
Invesco Taxable Municipal Bon Taxable Mun Bd (BAB)
Vanguard Reit Index Etf Real Estate Etf (VNQ)
Spdr Gold Minishares Trust Spdr Gld Minis (GLDM)
Vanguard Ftse Developed Marke Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Fossil Fuel Rese Spdr S&p 500 Etf (SPYX)
Vanguard Extended Market Inde Extend Mkt Etf (VXF)
Wisdomtree Emmkts Ex-stt-ownd Em Ex St-owned (XSOE)
Pimcototal Return Etf Active Bd Etf (BOND)
Apple (AAPL)

View all positions for Gould Asset Management

Top funds holding Invesco Taxable Municipal Bond otr

Bank of New York Mellon
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
HighTower Advisors
Raymond James Financial Services Advisors
Morgan Stanley
Sumitomo Mitsui Financial
Raymond James & Associates
Wells Fargo & Company
Gould Asset Management
LPL Financial
Bangor Savings Bank
Conning
Kingsview Wealth Management

View all funds holding Invesco Taxable Municipal Bond otr