Arete Wealth Advisors’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Arete Wealth Advisors’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
2025 Q4	–	Sell	-11,023	Closed	-$183K	–	390
2025 Q3	$183K	Buy	+11,023	New	+$179K	0.01%	735

Other funds holding BBN

SIA

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

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

EBWM

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arete Wealth Advisors's BBN Position: Q4 2025 in Review

Arete Wealth Advisors sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q4 2025, closing a stake of 11,023 shares — an estimated $183K sold.

Arete Wealth Advisors first reported a position in BBN in Q3 2025 and held it in 1 quarter. The position peaked at $183K in Q3 2025. 121 funds tracked by Wall St. Rank hold BBN as of Q4 2025.

Arete Wealth Advisors reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 11,023 BlackRock Taxable Municipal Bond Trust shares in Q4 2025, an estimated $183K.
Arete Wealth Advisors first reported a position in BlackRock Taxable Municipal Bond Trust in Q3 2025 and held it in 1 quarter.
Arete Wealth Advisors's BlackRock Taxable Municipal Bond Trust position peaked at $183K in Q3 2025.
121 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.