Avantax Advisory Services’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Avantax Advisory Services’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	$266K	Sell	16,528 -952	-5%	-$15.1K	﹤0.01%	2008
2025 Q1	$292K	Buy	17,480 +4,050	+30%	+$66.8K	﹤0.01%	1846
2024 Q4	$216K	Buy	+13,430	New	+$225K	﹤0.01%	2006
2022 Q1	–	Sell	-9,449	Closed	-$247K	–	1286
2021 Q4	$247K	Buy	9,449 +6	+0.1%	+$155	﹤0.01%	1070
2021 Q3	$244K	Buy	+9,443	New	+$248K	﹤0.01%	1014

Other funds holding BBN

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Avantax Advisory Services's BBN Position: Q2 2025 in Review

Avantax Advisory Services reduced its BlackRock Taxable Municipal Bond Trust (BBN) stake by 5.4% in Q2 2025, selling an estimated $15.1K and leaving 16,528 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Avantax Advisory Services first reported a position in BBN in Q3 2021 and has held it in 5 quarters since. The position peaked at $292K in Q1 2025. 117 funds tracked by Wall St. Rank hold BBN as of Q2 2025.

Avantax Advisory Services held 16,528 shares of BlackRock Taxable Municipal Bond Trust worth $266K as of Q2 2025.
Avantax Advisory Services sold 952 BlackRock Taxable Municipal Bond Trust shares in Q2 2025, an estimated $15.1K.
BlackRock Taxable Municipal Bond Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2008 holding.
Avantax Advisory Services first reported a position in BlackRock Taxable Municipal Bond Trust in Q3 2021 and has held it in 5 quarters since.
Avantax Advisory Services's BlackRock Taxable Municipal Bond Trust position peaked at $292K in Q1 2025.
117 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.