CIBC Private Wealth Group’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$40.8K	Hold	2,500	–	–	﹤0.01%	1865
2025 Q3	$41.5K	Sell	2,500 -10	-0.4%	-$162	﹤0.01%	1872
2025 Q2	$40.4K	Sell	2,510 -10	-0.4%	-$159	﹤0.01%	1747
2025 Q1	$39.8K	Sell	2,520 -40	-2%	-$660	﹤0.01%	1714
2024 Q4	$41.3K	Sell	2,560 -6,465	-72%	-$108K	﹤0.01%	1749
2024 Q3	$161K	Buy	9,025 +6,125	+211%	+$106K	﹤0.01%	1291
2024 Q2	$47.5K	Buy	2,900 +2,750	+1,833%	+$43.6K	﹤0.01%	1699
2024 Q1	$2.43K	Buy	+150	New	+$2.48K	﹤0.01%	2705

Other funds holding BBN

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

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC Private Wealth Group's BBN Position: Q4 2025 in Review

CIBC Private Wealth Group held its BlackRock Taxable Municipal Bond Trust (BBN) position steady in Q4 2025 at 2,500 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

CIBC Private Wealth Group first reported a position in BBN in Q1 2024 and has held it in 8 quarters since. The position peaked at $161K in Q3 2024. 121 funds tracked by Wall St. Rank hold BBN as of Q4 2025.

CIBC Private Wealth Group held 2,500 shares of BlackRock Taxable Municipal Bond Trust worth $40.8K as of Q4 2025.
CIBC Private Wealth Group left its BlackRock Taxable Municipal Bond Trust share count unchanged in Q4 2025.
BlackRock Taxable Municipal Bond Trust made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1865 holding.
CIBC Private Wealth Group first reported a position in BlackRock Taxable Municipal Bond Trust in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's BlackRock Taxable Municipal Bond Trust position peaked at $161K in Q3 2024.
121 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.