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Coquina Private Wealth LLC’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Coquina Private Wealth LLC’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
2026
Q2 		$452K Buy
27,954
+779
+3% +$12.5K 0.31% 47
2026
Q1 		$439K Buy
27,175
+481
+2% +$7.84K 0.35% 43
2025
Q4 		$436K Buy
+26,694
New +$451K 0.35% 43

Other funds holding BBN

EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BAM
Broyhill Asset Management Charlotte, North Carolina $112M AUM 12.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Coquina Private Wealth LLC's BBN Position: Q2 2026 in Review

Coquina Private Wealth LLC increased its BlackRock Taxable Municipal Bond Trust (BBN) stake by 2.9% in Q2 2026, buying an estimated $12.5K and bringing the position to 27,954 shares worth $452K. The position accounts for 0.31% of the portfolio, ranked #47.

Coquina Private Wealth LLC first reported a position in BBN in Q4 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

  • Coquina Private Wealth LLC held 27,954 shares of BlackRock Taxable Municipal Bond Trust worth $452K as of Q2 2026.
  • Coquina Private Wealth LLC bought 779 BlackRock Taxable Municipal Bond Trust shares in Q2 2026, an estimated $12.5K.
  • BlackRock Taxable Municipal Bond Trust made up 0.31% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #47 holding.
  • Coquina Private Wealth LLC first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.