Altus Wealth Group’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Altus Wealth Group’s Portfolio NBB Stock Details NBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,255	Closed	-$196K	–	142
2022 Q4	$196K	Buy	12,255 +375	+3%	+$5.83K	0.15%	131
2022 Q3	$272K	Hold	11,880	–	–	0.27%	88
2022 Q2	$272K	Sell	11,880 -1,400	-11%	-$25.3K	0.27%	88
2022 Q1	$265K	Hold	13,280	–	–	0.22%	89
2021 Q4	$301K	Buy	13,280 +1,400	+12%	+$31.7K	0.25%	86
2021 Q3	$272K	Buy	11,880 +285	+2%	+$6.66K	0.27%	88
2021 Q2	$271K	Hold	11,595	–	–	0.26%	86
2021 Q1	$264K	Buy	11,595 +515	+5%	+$11.8K	0.26%	85
2020 Q4	$263K	Buy	+11,080	New	+$250K	0.25%	83

Other funds holding NBB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Altus Wealth Group's NBB Position: Q1 2023 in Review

Altus Wealth Group sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2023, closing a stake of 12,255 shares — an estimated $196K sold.

Altus Wealth Group first reported a position in NBB in Q4 2020 and held it in 9 quarters. The position peaked at $301K in Q4 2021. 78 funds tracked by Wall St. Rank hold NBB as of Q1 2023.

Altus Wealth Group reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
Altus Wealth Group sold 12,255 Nuveen Taxable Municipal Income Fund shares in Q1 2023, an estimated $196K.
Altus Wealth Group first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2020 and held it in 9 quarters.
Altus Wealth Group's Nuveen Taxable Municipal Income Fund position peaked at $301K in Q4 2021.
78 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2023.

Based on Altus Wealth Group's 13F filing for Q1 2023, filed 1 May 2023.