Hershey Financial Advisers »

Invesco Taxable Municipal Bond otr shares owned by Hershey Financial Advisers

Quarter-by-quarter ownership of Invesco Taxable Municipal Bond otr (BAB) shares owned by Hershey Financial Advisers from 13F filings

Historical chart of Hershey Financial Advisers 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 Hershey Financial Advisers 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 Hershey Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 130k 27.29
2025-06-30 $3.5M 134k 26.53

More positions owned by Hershey Financial Advisers

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Conv Bd Etf (ICVT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Portfolio Intrmd (SPIB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Warner Bros Discovery Com Ser A (WBD)
Applied Materials (AMAT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Allstate Corporation (ALL)

View all positions for Hershey Financial Advisers

Top funds holding Invesco Taxable Municipal Bond otr

Raymond James Financial
HighTower Advisors
State of Wisconsin Investment Board
Ameriprise Financial
Bank Of Montreal
Pnc Financial Services
Kingsview Wealth Management
Sumitomo Mitsui Financial
Wells Fargo & Company
Gould Asset Management
UBS Group
Morgan Stanley
Envestnet Asset Management
Conning
LPL Financial

View all funds holding Invesco Taxable Municipal Bond otr