Caitlin John’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Caitlin John’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	$118K	Sell	7,485 -3,178	-30%	-$50K	0.06%	247
2026 Q1	$167K	Sell	10,663 -1,423	-12%	-$22.6K	0.1%	183
2025 Q4	$191K	Buy	12,086 +36	+0.3%	+$583	0.13%	183
2025 Q3	$195K	Buy	12,050 +377	+3%	+$5.98K	0.14%	132
2025 Q2	$185K	Sell	11,673 -473	-4%	-$7.31K	0.17%	123
2025 Q1	$195K	Buy	12,146 +3,817	+46%	+$60.3K	0.19%	124
2024 Q4	$125K	Sell	8,329 -183	-2%	-$2.93K	0.08%	161
2024 Q3	$135K	Buy	8,512 +2,041	+32%	+$33.3K	0.08%	160
2024 Q2	$100K	Buy	+6,471	New	+$97.2K	0.07%	168

Other funds holding NBB

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 29.2% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caitlin John's NBB Position: Q2 2026 in Review

Caitlin John reduced its Nuveen Taxable Municipal Income Fund (NBB) stake by 30% in Q2 2026, selling an estimated $50K and leaving 7,485 shares worth $118K. The position accounts for 0.06% of the portfolio, ranked #247.

Caitlin John first reported a position in NBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $195K in Q3 2025. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

Caitlin John held 7,485 shares of Nuveen Taxable Municipal Income Fund worth $118K as of Q2 2026.
Caitlin John sold 3,178 Nuveen Taxable Municipal Income Fund shares in Q2 2026, an estimated $50K.
Nuveen Taxable Municipal Income Fund made up 0.06% of Caitlin John's portfolio in Q2 2026, its #247 holding.
Caitlin John first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2024 and has held it in 9 quarters since.
Caitlin John's Nuveen Taxable Municipal Income Fund position peaked at $195K in Q3 2025.
76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.