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 Q3	$383K	Hold	26,625	–	–	0.1%	131
2026 Q2	$423K	Hold	26,625	–	–	0.13%	116
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

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

BCS Private Wealth Management's NBB Position: Q3 2026 in Review

BCS Private Wealth Management held its Nuveen Taxable Municipal Income Fund (NBB) position steady in Q3 2026 at 26,625 shares worth $383K. The position accounts for 0.1% of the portfolio, ranked #131.

BCS Private Wealth Management first reported a position in NBB in Q2 2025 and has held it in 6 quarters since. The position peaked at $667K in Q3 2025. 58 funds tracked by Wall St. Rank hold NBB as of Q3 2026.

BCS Private Wealth Management held 26,625 shares of Nuveen Taxable Municipal Income Fund worth $383K as of Q3 2026.
BCS Private Wealth Management left its Nuveen Taxable Municipal Income Fund share count unchanged in Q3 2026.
Nuveen Taxable Municipal Income Fund made up 0.1% of BCS Private Wealth Management's portfolio in Q3 2026, its #131 holding.
BCS Private Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2025 and has held it in 6 quarters since.
BCS Private Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $667K in Q3 2025.
58 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q3 2026.

Based on BCS Private Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.