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Carmel Capital Partners’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Carmel Capital Partners’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
Q2 		– Sell
-1,460
Closed -$26.2K – 430
2023
Q1 		$26.2K Buy
+1,460
New +$25.8K 0.02% 278

Other funds holding BBN

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GC
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Carmel Capital Partners's BBN Position: Q2 2023 in Review

Carmel Capital Partners sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2023, closing a stake of 1,460 shares — an estimated $26.2K sold.

Carmel Capital Partners first reported a position in BBN in Q1 2023 and held it in 1 quarter. The position peaked at $26.2K in Q1 2023. 125 funds tracked by Wall St. Rank hold BBN as of Q2 2023.

  • Carmel Capital Partners reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q2 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 1,460 BlackRock Taxable Municipal Bond Trust shares in Q2 2023, an estimated $26.2K.
  • Carmel Capital Partners first reported a position in BlackRock Taxable Municipal Bond Trust in Q1 2023 and held it in 1 quarter.
  • Carmel Capital Partners's BlackRock Taxable Municipal Bond Trust position peaked at $26.2K in Q1 2023.
  • 125 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2023.

Based on Carmel Capital Partners's 13F filing for Q2 2023, filed 27 Jul 2023.