Bruce G. Allen Investments’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Bruce G. Allen Investments’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 Q1	$925K	Buy	59,091 +1,224	+2%	+$19.4K	0.61%	18
2025 Q4	$914K	Buy	57,867 +1,102	+2%	+$17.8K	0.62%	18
2025 Q3	$921K	Buy	56,765 +926	+2%	+$14.7K	0.66%	18
2025 Q2	$883K	Buy	55,839 +872	+2%	+$13.5K	0.67%	19
2025 Q1	$881K	Buy	54,967 +86	+0.2%	+$1.36K	0.7%	19
2024 Q4	$822K	Buy	54,881 +1,442	+3%	+$23.1K	0.67%	19
2024 Q3	$888K	Buy	53,439 +736	+1%	+$12K	0.69%	20
2024 Q2	$817K	Sell	52,703 -4,643	-8%	-$69.7K	0.69%	20
2024 Q1	$879K	Buy	57,346 +530	+0.9%	+$8.31K	0.72%	20
2023 Q4	$897K	Buy	+56,816	New	+$842K	0.82%	17

Other funds holding NBB

SIA

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EBWM

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

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

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bruce G. Allen Investments's NBB Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Nuveen Taxable Municipal Income Fund (NBB) stake by 2.1% in Q1 2026, buying an estimated $19.4K and bringing the position to 59,091 shares worth $925K. The position accounts for 0.61% of the portfolio, ranked #18.

Bruce G. Allen Investments first reported a position in NBB in Q4 2023 and has held it in 10 quarters since. 78 funds tracked by Wall St. Rank hold NBB as of Q1 2026.

Bruce G. Allen Investments held 59,091 shares of Nuveen Taxable Municipal Income Fund worth $925K as of Q1 2026.
Bruce G. Allen Investments bought 1,224 Nuveen Taxable Municipal Income Fund shares in Q1 2026, an estimated $19.4K.
Nuveen Taxable Municipal Income Fund made up 0.61% of Bruce G. Allen Investments's portfolio in Q1 2026, its #18 holding.
Bruce G. Allen Investments first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2023 and has held it in 10 quarters since.
78 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.