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

BCS Private 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
2026
Q1 		$420K Hold
26,625
– – 0.13% 120
2025
Q4 		$421K Sell
26,625
-14,230
-35% -$230K 0.14% 112
2025
Q3 		$667K Hold
40,855
– – 0.24% 72
2025
Q2 		$650K Buy
+40,855
New +$631K 0.24% 72

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
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

BCS Private Wealth Management's NBB Position: Q1 2026 in Review

BCS Private Wealth Management held its Nuveen Taxable Municipal Income Fund (NBB) position steady in Q1 2026 at 26,625 shares worth $420K. The position accounts for 0.13% of the portfolio, ranked #120.

BCS Private Wealth Management first reported a position in NBB in Q2 2025 and has held it in 4 quarters since. The position peaked at $667K in Q3 2025. 78 funds tracked by Wall St. Rank hold NBB as of Q1 2026.

  • BCS Private Wealth Management held 26,625 shares of Nuveen Taxable Municipal Income Fund worth $420K as of Q1 2026.
  • BCS Private Wealth Management left its Nuveen Taxable Municipal Income Fund share count unchanged in Q1 2026.
  • Nuveen Taxable Municipal Income Fund made up 0.13% of BCS Private Wealth Management's portfolio in Q1 2026, its #120 holding.
  • BCS Private Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2025 and has held it in 4 quarters since.
  • BCS Private Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $667K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.