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

Baystate 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
2023 Q4	$8.21K	Buy	+520	New	+$7.71K	﹤0.01%	775

Other funds holding NBB

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

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

Baystate Wealth Management's NBB Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Nuveen Taxable Municipal Income Fund (NBB) in Q4 2023: 520 shares worth $8.21K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings.

84 funds tracked by Wall St. Rank hold NBB as of Q4 2023.

Baystate Wealth Management held 520 shares of Nuveen Taxable Municipal Income Fund worth $8.21K as of Q4 2023.
Nuveen Taxable Municipal Income Fund was a new Baystate Wealth Management position in Q4 2023.
Nuveen Taxable Municipal Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #775 holding.
84 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.