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Whipplewood Advisors »

Invesco Taxable Municipal Bond otr shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors 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 Whipplewood Advisors 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 Whipplewood Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$812k	30k	27.29
2025-06-30	$782k	30k	26.53
2025-03-31	$764k	4.7k	161.79

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Charles Schwab Investment Management Exchange Traded Fund (FNDF)

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View all positions for Whipplewood Advisors

Top funds holding Invesco Taxable Municipal Bond otr

Raymond James Financial

HighTower Advisors

State of Wisconsin Investment Board

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Pnc Financial Services

Kingsview Wealth Management

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Gould Asset Management

Envestnet Asset Management

View all funds holding Invesco Taxable Municipal Bond otr

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