Avior Wealth Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Avior Wealth Management’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
2022 Q2	–	Sell	-1,485	Closed	-$29K	–	1170
2022 Q1	$29K	Hold	1,485	–	–	﹤0.01%	660
2021 Q4	$33K	Hold	1,485	–	–	﹤0.01%	629
2021 Q3	$34K	Hold	1,485	–	–	﹤0.01%	599
2021 Q2	$34K	Buy	+1,485	New	+$33.8K	﹤0.01%	575

Other funds holding NBB

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

RJFSA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

Avior Wealth Management's NBB Position: Q2 2022 in Review

Avior Wealth Management sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q2 2022, closing a stake of 1,485 shares — an estimated $29K sold.

Avior Wealth Management first reported a position in NBB in Q2 2021 and held it in 4 quarters. The position peaked at $34K in Q3 2021. 79 funds tracked by Wall St. Rank hold NBB as of Q2 2022.

Avior Wealth Management reported no remaining Nuveen Taxable Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Avior Wealth Management sold 1,485 Nuveen Taxable Municipal Income Fund shares in Q2 2022, an estimated $29K.
Avior Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2021 and held it in 4 quarters.
Avior Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $34K in Q3 2021.
79 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2022.

Based on Avior Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.