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BAB

·ARCA
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Key Stats
Assets Under Management
1.02BUSD
Fund Flows (1Y)
-55.74MUSD
Dividend Yield
3.95%
Discount/Premium to NAV
0.11%
Shares Outstanding
37.60M
Expense Ratio
0.28%
About Invesco Taxable Municipal Bond ETF
Issuer
Invesco Capital Management LLC
Brand
Invesco
Inception Date
Nov 17, 2009
Structure
Open-Ended Fund
Index Tracked
ICE BofAML US Taxable Municipal Securities Plus Index
Management Style
Passive
Dividend Treatment
Distributes
Distribution Tax Treatment
Ordinary income
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
Invesco Capital Management LLC
Distributor
Invesco Distributors, Inc.
BAB accesses specific niche—taxable municipal bonds—utilizing a plain-vanilla market-value selection and weighting process. BAB holds investment-grade taxable munis across all states and locales. Taxable munis generally carry higher yields than their tax-exempt counterparts, reflecting a premium for both the added tax burden and the lower liquidity typical to these securities. As such, BAB might be a good alternative for foreign investors who do not enjoy favorable tax treatment or for US investors seeking higher yield in a tax-advantaged account. BAB changed its underlying index from the BofA Merrill Lynch Build America Bond Index to the ICE BofAML US Taxable Municipal Securities Plus Index on 6/1/2017. The change materially broadened BAB's exposure to all taxable municipal securities.
Classification
Asset Class
Fixed Income
Category
Government, Local Authority/Municipal
Focus
Investment Grade
Niche
Broad Maturities
Strategy
Vanilla
Geography
U.S.
Weighting Scheme
Market Value
Selection Criteria
Market value
Returns
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
Price Performance
-0.66%-0.48%+3.47%+2.03%+1.95%-18.87%
NAV Total Return
-0.35%+0.69%+7.35%+5.58%+16.09%-3.49%
Ratings

No data is currently available

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Holdings Analysis

Sector

No data is currently available

Asset

No data is currently available

Region

No data is currently available

Investment Style

No data is currently available

Top 10 Holdings

Symbol

Ratio

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Invesco Government & Agency Portfolio

3.23%
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State of California

1.29%
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State of Illinois

1.01%
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Board of Regents of the University of Texas System

1.00%
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State of California-1

0.96%
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State of California-2

0.89%
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State of California-3

0.86%
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State of California-4

0.82%
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Metro/OR

0.77%
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Commonwealth of Massachusetts

0.71%

Top 10 Weight 11.54%

1174 Total Holdings

Dividends

Dividend Payout History

Declaration Date
Record Date
Payment Date
Amount
2025-11-242025-11-242025-11-280.085
2025-10-202025-10-202025-10-240.091
2025-09-222025-09-222025-09-260.092
2025-08-182025-08-182025-08-220.090
2025-07-212025-07-212025-07-250.091
2025-06-232025-06-232025-06-270.090
2025-05-192025-05-192025-05-230.088

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Premium/Discount Chart
Premium/Discount to NAV
Price
Assets Under Management
Assets Under Management
Fund Flows
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