Broyhill Asset Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Broyhill Asset 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
2025 Q4	–	Sell	-98,937	Closed	-$1.6M	–	82
2025 Q3	$1.6M	Sell	98,937 -5,000	-5%	-$79.3K	1.41%	27
2025 Q2	$1.64M	Sell	103,937 -4,008	-4%	-$61.9K	1.49%	25
2025 Q1	$1.73M	Sell	107,945 -487	-0.4%	-$7.7K	1.41%	25
2024 Q4	$1.62M	Buy	+108,432	New	+$1.74M	1.43%	23

Other funds holding NBB

SIA

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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 29.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Broyhill Asset Management's NBB Position: Q4 2025 in Review

Broyhill Asset Management sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q4 2025, closing a stake of 98,937 shares — an estimated $1.6M sold.

Broyhill Asset Management first reported a position in NBB in Q4 2024 and held it in 4 quarters. The position peaked at $1.73M in Q1 2025. 71 funds tracked by Wall St. Rank hold NBB as of Q4 2025.

Broyhill Asset Management reported no remaining Nuveen Taxable Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
Broyhill Asset Management sold 98,937 Nuveen Taxable Municipal Income Fund shares in Q4 2025, an estimated $1.6M.
Broyhill Asset Management first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2024 and held it in 4 quarters.
Broyhill Asset Management's Nuveen Taxable Municipal Income Fund position peaked at $1.73M in Q1 2025.
71 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q4 2025.

Based on Broyhill Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.