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

Delta Financial 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 		$182K Sell
11,600
-200
-2% -$3.18K 0.05% 148
2025
Q4 		$186K Sell
11,800
-2,000
-14% -$32.4K 0.05% 147
2025
Q3 		$224K Buy
+13,800
New +$219K 0.06% 139

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Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSIA
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Delta Financial Advisors's NBB Position: Q1 2026 in Review

Delta Financial Advisors reduced its Nuveen Taxable Municipal Income Fund (NBB) stake by 1.7% in Q1 2026, selling an estimated $3.18K and leaving 11,600 shares worth $182K. The position accounts for 0.05% of the portfolio, ranked #148.

Delta Financial Advisors first reported a position in NBB in Q3 2025 and has held it in 3 quarters since. The position peaked at $224K in Q3 2025. 78 funds tracked by Wall St. Rank hold NBB as of Q1 2026.

  • Delta Financial Advisors held 11,600 shares of Nuveen Taxable Municipal Income Fund worth $182K as of Q1 2026.
  • Delta Financial Advisors sold 200 Nuveen Taxable Municipal Income Fund shares in Q1 2026, an estimated $3.18K.
  • Nuveen Taxable Municipal Income Fund made up 0.05% of Delta Financial Advisors's portfolio in Q1 2026, its #148 holding.
  • Delta Financial Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Delta Financial Advisors's Nuveen Taxable Municipal Income Fund position peaked at $224K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.