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 Q2	$921K	Sell	58,372 -719	-1%	-$11.3K	0.59%	20
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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return

BPWM

BCS Private Wealth Management Rumson, New Jersey $332M AUM 23.51% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Bruce G. Allen Investments's NBB Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Nuveen Taxable Municipal Income Fund (NBB) stake by 1.2% in Q2 2026, selling an estimated $11.3K and leaving 58,372 shares worth $921K. The position accounts for 0.59% of the portfolio, ranked #20.

Bruce G. Allen Investments first reported a position in NBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $925K in Q1 2026. 23 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

Bruce G. Allen Investments held 58,372 shares of Nuveen Taxable Municipal Income Fund worth $921K as of Q2 2026.
Bruce G. Allen Investments sold 719 Nuveen Taxable Municipal Income Fund shares in Q2 2026, an estimated $11.3K.
Nuveen Taxable Municipal Income Fund made up 0.59% of Bruce G. Allen Investments's portfolio in Q2 2026, its #20 holding.
Bruce G. Allen Investments first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Nuveen Taxable Municipal Income Fund position peaked at $925K in Q1 2026.
23 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.