Creative Planning
NBB icon

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

Creative Planning’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
2023
Q4 		– Sell
-358
Closed -$5.2K – 2965
2023
Q3 		$5.2K Buy
+358
New +$5.44K ﹤0.01% 2710
2017
Q3 		– Sell
-400
Closed -$8K – 3045
2017
Q2 		$8K Sell
400
-444
-53% -$9.29K ﹤0.01% 3759
2017
Q1 		$18K Sell
844
-1,556
-65% -$32.2K ﹤0.01% 3194
2016
Q4 		$50K Buy
2,400
+2,000
+500% +$41.8K ﹤0.01% 2389
2016
Q3 		$9K Hold
400
– – ﹤0.01% 3587
2016
Q2 		$9K Hold
400
– – ﹤0.01% 3320
2016
Q1 		$9K Hold
400
– – ﹤0.01% 3291
2015
Q4 		$8K Sell
400
-1,300
-76% -$25.8K ﹤0.01% 3422
2015
Q3 		$33K Buy
+1,700
New +$33.1K ﹤0.01% 2350
2015
Q2 		– Sell
-1,870
Closed -$40K – 2327
2015
Q1 		$40K Buy
1,870
+1,470
+368% +$31.2K ﹤0.01% 2180
2014
Q4 		$8K Hold
400
– – ﹤0.01% 3239
2014
Q3 		$8K Buy
+400
New +$8.17K ﹤0.01% 3071
2014
Q2 		– Sell
-262
Closed -$5K – 3905
2014
Q1 		$5K Buy
+262
New +$5.03K ﹤0.01% 3090

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
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return