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Concurrent Investment Advisors’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Concurrent Investment Advisors’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
2024
Q3 		– Sell
-14,063
Closed -$230K – 1097
2024
Q2 		$230K Buy
+14,063
New +$223K 0.01% 825

Other funds holding BBN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Concurrent Investment Advisors's BBN Position: Q3 2024 in Review

Concurrent Investment Advisors sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q3 2024, closing a stake of 14,063 shares — an estimated $230K sold.

Concurrent Investment Advisors first reported a position in BBN in Q2 2024 and held it in 1 quarter. The position peaked at $230K in Q2 2024. 124 funds tracked by Wall St. Rank hold BBN as of Q3 2024.

  • Concurrent Investment Advisors reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q3 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 14,063 BlackRock Taxable Municipal Bond Trust shares in Q3 2024, an estimated $230K.
  • Concurrent Investment Advisors first reported a position in BlackRock Taxable Municipal Bond Trust in Q2 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's BlackRock Taxable Municipal Bond Trust position peaked at $230K in Q2 2024.
  • 124 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q3 2024.

Based on Concurrent Investment Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.