Number of Shares
235,439.00
Current Holdings Value*
$6.28 Mil
% of Portfolio
2.95%
Total Estimate Gain
$-46,513.18
% of Total Estimate Gain
-0.74%

Maltin Wealth Management, Inc.'s Invesco Taxable Municipal Bond ETF Holding Summary

As of 2025-03-31, Maltin Wealth Management, Inc. held 235,439.00 shares of Invesco Taxable Municipal Bond ETF(BAB), totaling $6.28 Mil. This investment constitutes 2.95% of their stock portfolio, and Maltin Wealth Management, Inc. now holds 0.65% of the outstanding Invesco Taxable Municipal Bond ETF(BAB) stock.

The initial trade took place in 2023Q1. And since then Maltin Wealth Management, Inc. has made 7 purchases of BAB, at an average price of $26.60, for a total of 236,382.00 shares. In addition, there have been 2 sales at an average price of $26.36 for 943.00 shares. Based on historical transaction data and BAB's current price of $26.41, Maltin Wealth Management, Inc.'s estimated gain on his BAB holdings is $-46,513.18, reflecting a -0.74% gain to date.

Maltin Wealth Management, Inc. BAB ($26.41) Holding Chart

Maltin Wealth Management, Inc. BAB ($26.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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