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

CoreCap 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
2025
Q4 		– Sell
-600
Closed -$9.73K – 3015
2025
Q3 		$9.73K Hold
600
– – ﹤0.01% 1941
2025
Q2 		$9.49K Hold
600
– – ﹤0.01% 1890
2025
Q1 		$9.61K Hold
600
– – ﹤0.01% 1825
2024
Q4 		$8.99K Hold
600
– – ﹤0.01% 1813
2024
Q3 		$9.97K Hold
600
– – ﹤0.01% 1801
2024
Q2 		$9.31K Hold
600
– – ﹤0.01% 1070
2024
Q1 		$9.19K Buy
+600
New +$9.41K ﹤0.01% 1760
2022
Q4 		$9.58K Buy
+600
New +$9.33K ﹤0.01% 1557
2022
Q3 		– Sell
-600
Closed -$11K – 1505
2022
Q2 		$11K Buy
+600
New +$10.9K ﹤0.01% 1452
2022
Q1 		– Sell
-600
Closed -$14K – 1495
2021
Q4 		$14K Buy
+600
New +$13.6K ﹤0.01% 1434

Other funds holding NBB

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $564B AUM 30.12% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return