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Cetera Advisor Networks’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$263K Sell
17,155
-388
-2% -$6.08K ﹤0.01% 2383
2023
Q4 		$277K Sell
17,543
-2,925
-14% -$43.4K ﹤0.01% 2297
2023
Q3 		$297K Sell
20,468
-56
-0.3% -$851 ﹤0.01% 2161
2023
Q2 		$322K Buy
20,524
+802
+4% +$12.7K ﹤0.01% 2033
2023
Q1 		$318K Buy
19,722
+375
+2% +$6.11K ﹤0.01% 2019
2022
Q4 		$309K Sell
19,347
-5,281
-21% -$82.1K ﹤0.01% 1973
2022
Q3 		$386K Sell
24,628
-1,739
-7% -$30.7K ﹤0.01% 1450
2022
Q2 		$469K Sell
26,367
-38,833
-60% -$703K 0.01% 1315
2022
Q1 		$1.3M Buy
65,200
+2,593
+4% +$53.7K 0.02% 795
2021
Q4 		$1.42M Buy
62,607
+9,700
+18% +$220K 0.02% 739
2021
Q3 		$1.21M Buy
52,907
+2,515
+5% +$58.8K 0.02% 757
2021
Q2 		$1.18M Buy
50,392
+38,393
+320% +$875K 0.02% 750
2021
Q1 		$271K Buy
11,999
+2,073
+21% +$47.5K 0.01% 1201
2020
Q4 		$236K Hold
9,926
– – 0.01% 1180
2020
Q3 		$222K Sell
9,926
-404
-4% -$9.04K 0.01% 1090
2020
Q2 		$222K Buy
+10,330
New +$211K 0.01% 1066

Other funds holding NBB

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Advisor Networks's NBB Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Nuveen Taxable Municipal Income Fund (NBB) stake by 2.2% in Q1 2024, selling an estimated $6.08K and leaving 17,155 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2383.

Cetera Advisor Networks first reported a position in NBB in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.42M in Q4 2021. 83 funds tracked by Wall St. Rank hold NBB as of Q1 2024.

  • Cetera Advisor Networks held 17,155 shares of Nuveen Taxable Municipal Income Fund worth $263K as of Q1 2024.
  • Cetera Advisor Networks sold 388 Nuveen Taxable Municipal Income Fund shares in Q1 2024, an estimated $6.08K.
  • Nuveen Taxable Municipal Income Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2383 holding.
  • Cetera Advisor Networks first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2020 and has held it in 16 quarters since.
  • Cetera Advisor Networks's Nuveen Taxable Municipal Income Fund position peaked at $1.42M in Q4 2021.
  • 83 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.