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 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

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return