Atria Wealth Solutions’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-19,866	Closed	-$331K	–	1496
2025 Q1	$331K	Sell	19,866 -1,185	-6%	-$19.6K	﹤0.01%	1413
2024 Q4	$339K	Buy	21,051 +3,515	+20%	+$58.8K	﹤0.01%	1471
2024 Q3	$312K	Buy	17,536 +153	+0.9%	+$2.65K	﹤0.01%	1485
2024 Q2	$284K	Buy	17,383 +126	+0.7%	+$2K	﹤0.01%	1540
2024 Q1	$282K	Buy	17,257 +116	+0.7%	+$1.92K	﹤0.01%	1596
2023 Q4	$279K	Sell	17,141 -1,460	-8%	-$22.6K	﹤0.01%	1551
2023 Q3	$282K	Buy	18,601 +128	+0.7%	+$2.04K	﹤0.01%	1457
2023 Q2	$306K	Buy	18,473 +123	+0.7%	+$2.12K	﹤0.01%	1423
2023 Q1	$329K	Sell	18,350 -1,886	-9%	-$33.3K	﹤0.01%	1360
2022 Q4	$341K	Sell	20,236 -3,761	-16%	-$64.9K	0.01%	1285
2022 Q3	$394K	Buy	+23,997	New	+$450K	0.01%	1154
2022 Q2	–	Sell	-18,038	Closed	-$397K	–	1645
2022 Q1	$397K	Buy	+18,038	New	+$416K	0.01%	1184

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

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

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

FWM

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Atria Wealth Solutions's BBN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2025, closing a stake of 19,866 shares — an estimated $331K sold.

Atria Wealth Solutions first reported a position in BBN in Q1 2022 and held it in 12 quarters. The position peaked at $397K in Q1 2022. 117 funds tracked by Wall St. Rank hold BBN as of Q2 2025.

Atria Wealth Solutions reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 19,866 BlackRock Taxable Municipal Bond Trust shares in Q2 2025, an estimated $331K.
Atria Wealth Solutions first reported a position in BlackRock Taxable Municipal Bond Trust in Q1 2022 and held it in 12 quarters.
Atria Wealth Solutions's BlackRock Taxable Municipal Bond Trust position peaked at $397K in Q1 2022.
117 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.