Concord Wealth Partners’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Concord Wealth Partners’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	$4.17K	Buy	+264	New	+$4.16K	﹤0.01%	684

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 29.2% 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

Concord Wealth Partners's NBB Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Nuveen Taxable Municipal Income Fund (NBB) in Q2 2026: 264 shares worth $4.17K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings.

76 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

Concord Wealth Partners held 264 shares of Nuveen Taxable Municipal Income Fund worth $4.17K as of Q2 2026.
Nuveen Taxable Municipal Income Fund was a new Concord Wealth Partners position in Q2 2026.
Nuveen Taxable Municipal Income Fund made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #684 holding.
76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.