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Buck Wealth Strategies’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-106
Closed -$1.61K – 97
2023
Q3 		$1.61K Buy
106
+1
+1% +$16 ﹤0.01% 319
2023
Q2 		$1.74K Buy
+105
New +$1.81K ﹤0.01% 243

Other funds holding BBN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buck Wealth Strategies's BBN Position: Q4 2023 in Review

Buck Wealth Strategies sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q4 2023, closing a stake of 106 shares — an estimated $1.61K sold.

Buck Wealth Strategies first reported a position in BBN in Q2 2023 and held it in 2 quarters. The position peaked at $1.74K in Q2 2023. 122 funds tracked by Wall St. Rank hold BBN as of Q4 2023.

  • Buck Wealth Strategies reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 106 BlackRock Taxable Municipal Bond Trust shares in Q4 2023, an estimated $1.61K.
  • Buck Wealth Strategies first reported a position in BlackRock Taxable Municipal Bond Trust in Q2 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's BlackRock Taxable Municipal Bond Trust position peaked at $1.74K in Q2 2023.
  • 122 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.