Cyndeo Wealth Partners’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Cyndeo Wealth Partners’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	-11,083	Closed	-$161K	–	376
2023 Q3	$161K	Hold	11,083	–	–	0.02%	331
2023 Q2	$174K	Hold	11,083	–	–	0.02%	318
2023 Q1	$179K	Hold	11,083	–	–	0.02%	312
2022 Q4	$177K	Buy	+11,083	New	+$172K	0.02%	304

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

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

RJFSA

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

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

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

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

Cyndeo Wealth Partners's NBB Position: Q4 2023 in Review

Cyndeo Wealth Partners sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q4 2023, closing a stake of 11,083 shares — an estimated $161K sold.

Cyndeo Wealth Partners first reported a position in NBB in Q4 2022 and held it in 4 quarters. The position peaked at $179K in Q1 2023. 84 funds tracked by Wall St. Rank hold NBB as of Q4 2023.

Cyndeo Wealth Partners reported no remaining Nuveen Taxable Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
Cyndeo Wealth Partners sold 11,083 Nuveen Taxable Municipal Income Fund shares in Q4 2023, an estimated $161K.
Cyndeo Wealth Partners first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2022 and held it in 4 quarters.
Cyndeo Wealth Partners's Nuveen Taxable Municipal Income Fund position peaked at $179K in Q1 2023.
84 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q4 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2023, filed 12 Jan 2024.