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 Q3	–	Sell	-28,463	Closed	-$449K	–	52
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

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

KTC

Kentucky Trust Company Danville, Kentucky $200M AUM 22.53% 1-Year Est. Return

Cresta Advisors's NBB Position: Q3 2026 in Review

Cresta Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q3 2026, closing a stake of 28,463 shares — an estimated $449K sold.

Cresta Advisors first reported a position in NBB in Q1 2023 and held it in 14 quarters. The position peaked at $473K in Q4 2024. 10 funds tracked by Wall St. Rank hold NBB as of Q3 2026.

Cresta Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q3 2026 after selling out during the quarter.
Cresta Advisors sold 28,463 Nuveen Taxable Municipal Income Fund shares in Q3 2026, an estimated $449K.
Cresta Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q1 2023 and held it in 14 quarters.
Cresta Advisors's Nuveen Taxable Municipal Income Fund position peaked at $473K in Q4 2024.
10 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.