Comprehensive Money Management Services’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Comprehensive Money Management Services’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	$260K	Sell	16,465 -2,000	-11%	-$31.5K	0.16%	174
2026 Q1	$289K	Hold	18,465	–	–	0.19%	161
2025 Q4	$292K	Hold	18,465	–	–	0.2%	150
2025 Q3	$300K	Sell	18,465 -1,500	-8%	-$23.8K	0.21%	148
2025 Q2	$316K	Buy	19,965 +500	+3%	+$7.73K	0.24%	128
2025 Q1	$312K	Buy	19,465 +750	+4%	+$11.9K	0.25%	132
2024 Q4	$280K	Buy	+18,715	New	+$300K	0.23%	135

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 29.18% 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

Comprehensive Money Management Services's NBB Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its Nuveen Taxable Municipal Income Fund (NBB) stake by 11% in Q2 2026, selling an estimated $31.5K and leaving 16,465 shares worth $260K. The position accounts for 0.16% of the portfolio, ranked #174.

Comprehensive Money Management Services first reported a position in NBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $316K in Q2 2025. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

Comprehensive Money Management Services held 16,465 shares of Nuveen Taxable Municipal Income Fund worth $260K as of Q2 2026.
Comprehensive Money Management Services sold 2,000 Nuveen Taxable Municipal Income Fund shares in Q2 2026, an estimated $31.5K.
Nuveen Taxable Municipal Income Fund made up 0.16% of Comprehensive Money Management Services's portfolio in Q2 2026, its #174 holding.
Comprehensive Money Management Services first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's Nuveen Taxable Municipal Income Fund position peaked at $316K in Q2 2025.
76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.