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

Arkadios 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
2026 Q2	$173K	Buy	10,728 +11	+0.1%	+$177	﹤0.01%	1653
2026 Q1	$173K	Buy	+10,717	New	+$175K	﹤0.01%	1584
2021 Q4	–	Sell	-278	Closed	-$7K	–	686
2021 Q3	$7K	Sell	278 -1,665	-86%	-$43.8K	﹤0.01%	1516
2021 Q2	$50K	Buy	1,943 +1,563	+411%	+$39.1K	0.01%	923
2021 Q1	$9K	Sell	380 -157	-29%	-$4K	﹤0.01%	1213
2020 Q4	$14K	Buy	+537	New	+$14K	﹤0.01%	857

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

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

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

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

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

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

Arkadios Wealth Advisors's BBN Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its BlackRock Taxable Municipal Bond Trust (BBN) stake by 0.1% in Q2 2026, buying an estimated $177 and bringing the position to 10,728 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Arkadios Wealth Advisors first reported a position in BBN in Q4 2020 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

Arkadios Wealth Advisors held 10,728 shares of BlackRock Taxable Municipal Bond Trust worth $173K as of Q2 2026.
Arkadios Wealth Advisors bought 11 BlackRock Taxable Municipal Bond Trust shares in Q2 2026, an estimated $177.
BlackRock Taxable Municipal Bond Trust made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1653 holding.
Arkadios Wealth Advisors first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2020 and has held it in 6 quarters since.
119 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.