Arkadios Wealth Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-130	Closed	-$2K	–	1327
2021 Q3	$2K	Sell	130 -959	-88%	-$22.4K	﹤0.01%	1758
2021 Q2	$25K	Buy	1,089 +873	+404%	+$19.9K	﹤0.01%	1188
2021 Q1	$4K	Sell	216 -89	-29%	-$2.04K	﹤0.01%	1421
2020 Q4	$7K	Buy	+305	New	+$6.88K	﹤0.01%	1047

Other funds holding NBB

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

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

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

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

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

RJFSA

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

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

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

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Arkadios Wealth Advisors's NBB Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q4 2021, closing a stake of 130 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in NBB in Q4 2020 and held it in 4 quarters. The position peaked at $25K in Q2 2021. 73 funds tracked by Wall St. Rank hold NBB as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 130 Nuveen Taxable Municipal Income Fund shares in Q4 2021, an estimated $2K.
Arkadios Wealth Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Nuveen Taxable Municipal Income Fund position peaked at $25K in Q2 2021.
73 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.