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Concord Wealth Partners’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Concord Wealth 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
2025
Q3 		– Sell
-625
Closed -$10.1K – 838
2025
Q2 		$10.1K Hold
625
– – ﹤0.01% 541
2025
Q1 		$10.4K Buy
+625
New +$10.3K ﹤0.01% 504

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Bank of America
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Raymond James Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concord Wealth Partners's BBN Position: Q3 2025 in Review

Concord Wealth Partners sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q3 2025, closing a stake of 625 shares — an estimated $10.1K sold.

Concord Wealth Partners first reported a position in BBN in Q1 2025 and held it in 2 quarters. The position peaked at $10.4K in Q1 2025. 117 funds tracked by Wall St. Rank hold BBN as of Q3 2025.

  • Concord Wealth Partners reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 625 BlackRock Taxable Municipal Bond Trust shares in Q3 2025, an estimated $10.1K.
  • Concord Wealth Partners first reported a position in BlackRock Taxable Municipal Bond Trust in Q1 2025 and held it in 2 quarters.
  • Concord Wealth Partners's BlackRock Taxable Municipal Bond Trust position peaked at $10.4K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.