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Altus Wealth Group’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-2,426
Closed -$65K – 217
2020
Q4 		$65K Buy
+2,426
New +$63.3K 0.06% 180

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Bank of America
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Ameriprise
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TC
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PNC Financial Services Group
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Wells Fargo
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Altus Wealth Group's BBN Position: Q1 2021 in Review

Altus Wealth Group sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q1 2021, closing a stake of 2,426 shares — an estimated $65K sold.

Altus Wealth Group first reported a position in BBN in Q4 2020 and held it in 1 quarter. The position peaked at $65K in Q4 2020. 129 funds tracked by Wall St. Rank hold BBN as of Q1 2021.

  • Altus Wealth Group reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 2,426 BlackRock Taxable Municipal Bond Trust shares in Q1 2021, an estimated $65K.
  • Altus Wealth Group first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's BlackRock Taxable Municipal Bond Trust position peaked at $65K in Q4 2020.
  • 129 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.