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

Cresta 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	$449K	Hold	28,463	–	–	0.16%	47
2026 Q1	$446K	Hold	28,463	–	–	0.18%	44
2025 Q4	$450K	Hold	28,463	–	–	0.19%	43
2025 Q3	$462K	Hold	28,463	–	–	0.21%	38
2025 Q2	$450K	Hold	28,463	–	–	0.22%	36
2025 Q1	$456K	Hold	28,463	–	–	0.24%	37
2024 Q4	$473K	Hold	28,463	–	–	0.25%	39
2024 Q3	$473K	Hold	28,463	–	–	0.25%	39
2024 Q2	$441K	Hold	28,463	–	–	0.26%	39
2024 Q1	$436K	Hold	28,463	–	–	0.28%	36
2023 Q4	$449K	Hold	28,463	–	–	0.3%	40
2023 Q3	$414K	Hold	28,463	–	–	0.32%	35
2023 Q2	$447K	Hold	28,463	–	–	0.35%	35
2023 Q1	$459K	Buy	+28,463	New	+$464K	0.36%	28

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 29.18% 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

Cresta Advisors's NBB Position: Q2 2026 in Review

Cresta Advisors held its Nuveen Taxable Municipal Income Fund (NBB) position steady in Q2 2026 at 28,463 shares worth $449K. The position accounts for 0.16% of the portfolio, ranked #47.

Cresta Advisors first reported a position in NBB in Q1 2023 and has held it in 14 quarters since. The position peaked at $473K in Q4 2024. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

Cresta Advisors held 28,463 shares of Nuveen Taxable Municipal Income Fund worth $449K as of Q2 2026.
Cresta Advisors left its Nuveen Taxable Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Taxable Municipal Income Fund made up 0.16% of Cresta Advisors's portfolio in Q2 2026, its #47 holding.
Cresta Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q1 2023 and has held it in 14 quarters since.
Cresta Advisors's Nuveen Taxable Municipal Income Fund position peaked at $473K in Q4 2024.
76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.