BHWM
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Beaird Harris Wealth Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Beaird Harris 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
Q2 		$48 Hold
3
– – ﹤0.01% 690
2026
Q1 		$47 Hold
3
– – ﹤0.01% 671
2025
Q4 		$48 Hold
3
– – ﹤0.01% 689
2025
Q3 		$49 Hold
3
– – ﹤0.01% 716
2025
Q2 		$48 Hold
3
– – ﹤0.01% 620
2025
Q1 		$49 Hold
3
– – ﹤0.01% 504
2024
Q4 		$45 Hold
3
– – ﹤0.01% 497
2024
Q3 		$50 Hold
3
– – ﹤0.01% 505
2024
Q2 		$47 Hold
3
– – ﹤0.01% 683
2024
Q1 		$46 Hold
3
– – ﹤0.01% 621
2023
Q4 		$48 Hold
3
– – ﹤0.01% 597
2023
Q3 		$44 Hold
3
– – ﹤0.01% 448
2023
Q2 		$48 Buy
+3
New +$47 ﹤0.01% 459

Other funds holding NBB

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return