BG
BBN icon

Benedetti & Gucer’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Benedetti & Gucer’s Portfolio BBN Stock Details BBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$191K Buy
11,700
+1,600
+16% +$26.5K 0.09% 134
2023
Q4 		$164K Buy
+10,100
New +$157K 0.09% 132
2023
Q3 		– Sell
-10,645
Closed -$177K – 141
2023
Q2 		$177K Buy
+10,645
New +$183K 0.09% 137

Other funds holding BBN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Benedetti & Gucer's BBN Position: Q1 2024 in Review

Benedetti & Gucer increased its BlackRock Taxable Municipal Bond Trust (BBN) stake by 16% in Q1 2024, buying an estimated $26.5K and bringing the position to 11,700 shares worth $191K. The position accounts for 0.09% of the portfolio, ranked #134.

Benedetti & Gucer first reported a position in BBN in Q2 2023 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold BBN as of Q1 2024.

  • Benedetti & Gucer held 11,700 shares of BlackRock Taxable Municipal Bond Trust worth $191K as of Q1 2024.
  • Benedetti & Gucer bought 1,600 BlackRock Taxable Municipal Bond Trust shares in Q1 2024, an estimated $26.5K.
  • BlackRock Taxable Municipal Bond Trust made up 0.09% of Benedetti & Gucer's portfolio in Q1 2024, its #134 holding.
  • Benedetti & Gucer first reported a position in BlackRock Taxable Municipal Bond Trust in Q2 2023 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.