AWM
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Accurate Wealth Management’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Accurate Wealth Management’s Portfolio BBN Stock Details BBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$17.9K – 349
2022
Q4 		$17.9K Buy
+1,000
New +$17.3K 0.01% 716

Other funds holding BBN

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GC
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EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accurate Wealth Management's BBN Position: Q1 2023 in Review

Accurate Wealth Management sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q1 2023, closing a stake of 1,000 shares — an estimated $17.9K sold.

Accurate Wealth Management first reported a position in BBN in Q4 2022 and held it in 1 quarter. The position peaked at $17.9K in Q4 2022. 121 funds tracked by Wall St. Rank hold BBN as of Q1 2023.

  • Accurate Wealth Management reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,000 BlackRock Taxable Municipal Bond Trust shares in Q1 2023, an estimated $17.9K.
  • Accurate Wealth Management first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's BlackRock Taxable Municipal Bond Trust position peaked at $17.9K in Q4 2022.
  • 121 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.