Invesco Taxable Municipal Bond ETF·Financial Services

Capstone Capital LLC boosted its position in shares of Invesco Taxable Municipal Bond ETF (NYSEARCA:BAB) by 1,077.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 23,652 shares of the company's stock after purchasing an additional 21,643 shares during

Shares of Invesco Taxable Municipal Bond ETF (NYSEARCA:BAB - Get Free Report) hit a new 52-week high on Friday. The company traded as high as $27.71 and last traded at $27.6850, with a volume of 15381 shares changing hands. The stock had previously closed at $27.58. Invesco Taxable Municipal Bond ETF Stock Up 0.5%

Invesco Taxable Municipal Bond ETF is evaluated as an attractive investment at current market prices. BAB passively tracks US dollar-denominated taxable municipal debt, contrasting with leveraged CEFs typically reviewed. I previously rated BAB bullish, and it outperformed cash and more conservative fixed-income options over the past year.

Shares of Babcock International Group fell sharply on Friday after the company announced that chief executive David Lockwood will retire by the end of 2026, marking the start of a leadership transition at one of Britain's largest defence contractors. The stock dropped more than 3.
The Invesco Taxable Municipal Bond ETF (Fund) is based on the ICE BofAML US Taxable Municipal Securities Plus Index (Index). The Fund will normally invest at least 80% of its total assets in the securities that comprise the Index. The Index is designed to track the performance of US dollar-denominated taxable municipal debt publicly issued by US states and territories, and their political subdivisions, in the US market. The Fund does not purchase all of the securities in the Index; instead, the Fund utilizes a "sampling" methodology to seek to achieve its investment objective. The Fund and the Index are rebalanced and reconstituted monthly. As of 08/31/2025 the Fund had an overall rating of 4 stars out of 165 funds and was rated 5 stars out of 165 funds, 2 stars out of 158 funds and 5 stars out of 115 funds for the 3-, 5- and 10- year periods, respectively. Source: Morningstar Inc. Ratings are based on a risk-adjusted return measure that accounts for variation in a fund's monthly performance, placing more emphasis on downward variations and rewarding consistent performance. Open-end mutual funds and exchange-traded funds are considered a single population for comparison purposes. Ratings are calculated for funds with at least a three year history. The overall rating is derived from a weighted average of three-, five- and 10-year rating metrics, as applicable, excluding sales charges and including fees and expenses. ©2025 Morningstar Inc. All rights reserved. The information contained herein is proprietary to Morningstar and/or its content providers. It may not be copied or distributed and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance does not guarantee future results. The top 10% of funds in a category receive five stars, the next 22.5% four stars, the next 35% three stars, the next 22.5% two stars and the bottom 10% one star. Ratings are subject to change monthly. Had fees not been waived and/or expenses reimbursed currently or in the past, the Morningstar rating would have been lower. Ratings for other share classes may differ due to different performance characteristics.
Financial Services
Asset Management
2009-11-17
0.99
Market Peers





