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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

Beaird Harris Wealth Management's NBB Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Nuveen Taxable Municipal Income Fund (NBB) position steady in Q2 2026 at 3 shares worth $48. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Beaird Harris Wealth Management first reported a position in NBB in Q2 2023 and has held it in 13 quarters since. The position peaked at $50 in Q3 2024. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

Beaird Harris Wealth Management held 3 shares of Nuveen Taxable Municipal Income Fund worth $48 as of Q2 2026.
Beaird Harris Wealth Management left its Nuveen Taxable Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Taxable Municipal Income Fund made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #690 holding.
Beaird Harris Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2023 and has held it in 13 quarters since.
Beaird Harris Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $50 in Q3 2024.
76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.