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Atria Wealth Solutions’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-28,367
Closed -$457K – 1746
2025
Q1 		$457K Sell
28,367
-556
-2% -$8.79K 0.01% 1247
2024
Q4 		$433K Buy
28,923
+8,455
+41% +$136K ﹤0.01% 1345
2024
Q3 		$342K Buy
20,468
+134
+0.7% +$2.19K ﹤0.01% 1437
2024
Q2 		$317K Buy
20,334
+577
+3% +$8.66K ﹤0.01% 1468
2024
Q1 		$304K Sell
19,757
-560
-3% -$8.78K ﹤0.01% 1551
2023
Q4 		$321K Sell
20,317
-373
-2% -$5.53K ﹤0.01% 1447
2023
Q3 		$302K Sell
20,690
-2,766
-12% -$42K ﹤0.01% 1413
2023
Q2 		$370K Sell
23,456
-1,967
-8% -$31.1K 0.01% 1315
2023
Q1 		$412K Sell
25,423
-1,978
-7% -$32.2K 0.01% 1247
2022
Q4 		$437K Buy
27,401
+61
+0.2% +$949 0.01% 1155
2022
Q3 		$432K Buy
+27,340
New +$483K 0.01% 1108
2022
Q2 		– Sell
-24,215
Closed -$487K – 1804
2022
Q1 		$487K Buy
+24,215
New +$501K 0.01% 1085

Other funds holding NBB

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q2 2025, closing a stake of 28,367 shares — an estimated $457K sold.

Atria Wealth Solutions first reported a position in NBB in Q1 2022 and held it in 12 quarters. The position peaked at $487K in Q1 2022. 79 funds tracked by Wall St. Rank hold NBB as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Nuveen Taxable Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 28,367 Nuveen Taxable Municipal Income Fund shares in Q2 2025, an estimated $457K.
  • Atria Wealth Solutions first reported a position in Nuveen Taxable Municipal Income Fund in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Nuveen Taxable Municipal Income Fund position peaked at $487K in Q1 2022.
  • 79 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2025.

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