Creative Financial Designs’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Creative Financial Designs’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
2022 Q1	–	Sell	-2,500	Closed	-$57K	–	1295
2021 Q4	$57K	Hold	2,500	–	–	0.01%	545
2021 Q3	$57K	Hold	2,500	–	–	0.01%	583
2021 Q2	$59K	Hold	2,500	–	–	0.01%	558
2021 Q1	$56K	Hold	2,500	–	–	0.01%	535
2020 Q4	$59K	Hold	2,500	–	–	0.01%	474
2020 Q3	$56K	Buy	2,500 +500	+25%	+$11.2K	0.01%	441
2020 Q2	$43K	Buy	+2,000	New	+$40.8K	0.01%	443

Other funds holding NBB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Creative Financial Designs's NBB Position: Q1 2022 in Review

Creative Financial Designs sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2022, closing a stake of 2,500 shares — an estimated $57K sold.

Creative Financial Designs first reported a position in NBB in Q2 2020 and held it in 7 quarters. The position peaked at $59K in Q2 2021. 69 funds tracked by Wall St. Rank hold NBB as of Q1 2022.

Creative Financial Designs reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
Creative Financial Designs sold 2,500 Nuveen Taxable Municipal Income Fund shares in Q1 2022, an estimated $57K.
Creative Financial Designs first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2020 and held it in 7 quarters.
Creative Financial Designs's Nuveen Taxable Municipal Income Fund position peaked at $59K in Q2 2021.
69 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2022.

Based on Creative Financial Designs's 13F filing for Q1 2022, filed 15 Apr 2022.