Bickling Financial Services’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Bickling Financial Services’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
2022 Q4	$187K	Buy	11,728 +17	+0.1%	+$264	0.12%	116
2022 Q3	$184K	Buy	11,711 +11	+0.1%	+$194	0.12%	112
2022 Q2	$208K	Buy	11,700 +11	+0.1%	+$199	0.13%	114
2022 Q1	$234K	Sell	11,689 -3,439	-23%	-$71.2K	0.12%	118
2021 Q4	$343K	Sell	15,128 -6,471	-30%	-$147K	0.17%	94
2021 Q3	$495K	Buy	21,599 +6,197	+40%	+$145K	0.25%	69
2021 Q2	$360K	Buy	+15,402	New	+$351K	0.16%	84

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SIA

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

RJFSA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bickling Financial Services's NBB Position: Q4 2022 in Review

Bickling Financial Services increased its Nuveen Taxable Municipal Income Fund (NBB) stake by 0.15% in Q4 2022, buying an estimated $264 and bringing the position to 11,728 shares worth $187K. The position accounts for 0.12% of the portfolio, ranked #116.

Bickling Financial Services first reported a position in NBB in Q2 2021 and has held it in 7 quarters since. The position peaked at $495K in Q3 2021. 79 funds tracked by Wall St. Rank hold NBB as of Q4 2022.

Bickling Financial Services held 11,728 shares of Nuveen Taxable Municipal Income Fund worth $187K as of Q4 2022.
Bickling Financial Services bought 17 Nuveen Taxable Municipal Income Fund shares in Q4 2022, an estimated $264.
Nuveen Taxable Municipal Income Fund made up 0.12% of Bickling Financial Services's portfolio in Q4 2022, its #116 holding.
Bickling Financial Services first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2021 and has held it in 7 quarters since.
Bickling Financial Services's Nuveen Taxable Municipal Income Fund position peaked at $495K in Q3 2021.
79 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.