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B. Riley Wealth Advisors’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

B. Riley Wealth Advisors’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
2026
Q2 		$429K Buy
26,391
+2,476
+10% +$39.7K 0.02% 512
2026
Q1 		$375K Buy
+23,915
New +$390K 0.02% 517
2024
Q2 		– Sell
-43,308
Closed -$657K – 1401
2024
Q1 		$657K Buy
43,308
+1,090
+3% +$18K 0.02% 665
2023
Q4 		$686K Sell
42,218
-1,090
-3% -$16.9K 0.02% 665
2023
Q3 		$657K Sell
43,308
-16,722
-28% -$267K 0.02% 665
2023
Q2 		$996K Buy
60,030
+1,029
+2% +$17.7K 0.02% 568
2023
Q1 		$1.06M Buy
59,001
+4,018
+7% +$71K 0.03% 526
2022
Q4 		$926K Buy
+54,983
New +$949K 0.03% 561
2022
Q2 		– Sell
-58,785
Closed -$1.29M – 1248
2022
Q1 		$1.29M Sell
58,785
-97,822
-62% -$2.25M 0.04% 400
2021
Q4 		$4.1M Sell
156,607
-1,545
-1% -$39.9K 0.12% 181
2021
Q3 		$4.07M Buy
158,152
+3,027
+2% +$79.6K 0.13% 172
2021
Q2 		$4M Sell
155,125
-33,916
-18% -$848K 0.13% 184
2021
Q1 		$4.66M Buy
+189,041
New +$4.81M 0.16% 145

Other funds holding BBN

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return

B. Riley Wealth Advisors's BBN Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its BlackRock Taxable Municipal Bond Trust (BBN) stake by 10% in Q2 2026, buying an estimated $39.7K and bringing the position to 26,391 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #512.

B. Riley Wealth Advisors first reported a position in BBN in Q1 2021 and has held it in 13 quarters since. The position peaked at $4.66M in Q1 2021. 14 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

  • B. Riley Wealth Advisors held 26,391 shares of BlackRock Taxable Municipal Bond Trust worth $429K as of Q2 2026.
  • B. Riley Wealth Advisors bought 2,476 BlackRock Taxable Municipal Bond Trust shares in Q2 2026, an estimated $39.7K.
  • BlackRock Taxable Municipal Bond Trust made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #512 holding.
  • B. Riley Wealth Advisors first reported a position in BlackRock Taxable Municipal Bond Trust in Q1 2021 and has held it in 13 quarters since.
  • B. Riley Wealth Advisors's BlackRock Taxable Municipal Bond Trust position peaked at $4.66M in Q1 2021.
  • 14 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.