BerganKDV Wealth Management’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	$15.9K	Buy	+960	New	+$16.5K	﹤0.01%	512

Other funds holding BBN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

BerganKDV Wealth Management's BBN Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2023: 960 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings.

125 funds tracked by Wall St. Rank hold BBN as of Q2 2023.

BerganKDV Wealth Management held 960 shares of BlackRock Taxable Municipal Bond Trust worth $15.9K as of Q2 2023.
BlackRock Taxable Municipal Bond Trust was a new BerganKDV Wealth Management position in Q2 2023.
BlackRock Taxable Municipal Bond Trust made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #512 holding.
125 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.