Concurrent Investment Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Concurrent Investment Advisors’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	–	Sell	-18,296	Closed	-$287K	–	2173
2026 Q1	$287K	Buy	18,296 +749	+4%	+$11.9K	﹤0.01%	1533
2025 Q4	$277K	Hold	17,547	–	–	﹤0.01%	1450
2025 Q3	$285K	Buy	17,547 +5,685	+48%	+$90.2K	﹤0.01%	1178
2025 Q2	$188K	Hold	11,862	–	–	﹤0.01%	1281
2025 Q1	$190K	Buy	11,862 +309	+3%	+$4.88K	﹤0.01%	1136
2024 Q4	$173K	Buy	+11,553	New	+$185K	﹤0.01%	1011

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

Concurrent Investment Advisors's NBB Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q2 2026, closing a stake of 18,296 shares — an estimated $287K sold.

Concurrent Investment Advisors first reported a position in NBB in Q4 2024 and held it in 6 quarters. The position peaked at $287K in Q1 2026. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

Concurrent Investment Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 18,296 Nuveen Taxable Municipal Income Fund shares in Q2 2026, an estimated $287K.
Concurrent Investment Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2024 and held it in 6 quarters.
Concurrent Investment Advisors's Nuveen Taxable Municipal Income Fund position peaked at $287K in Q1 2026.
76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.