DAS
NBB icon

Dynamic Advisor Solutions’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Dynamic Advisor Solutions’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
2025
Q2 		– Sell
-14,758
Closed -$236K – 918
2025
Q1 		$236K Sell
14,758
-1,318
-8% -$20.8K 0.01% 772
2024
Q4 		$241K Sell
16,076
-561
-3% -$8.99K 0.01% 579
2024
Q3 		$276K Sell
16,637
-9,157
-36% -$150K 0.01% 781
2024
Q2 		$400K Buy
25,794
+852
+3% +$12.8K 0.01% 678
2024
Q1 		$382K Sell
24,942
-116
-0.5% -$1.82K 0.01% 681
2023
Q4 		$403K Buy
+25,058
New +$371K 0.02% 628
2021
Q1 		– Sell
-27,596
Closed -$655K – 745
2020
Q4 		$655K Buy
27,596
+125
+0.5% +$2.82K 0.06% 312
2020
Q3 		$615K Buy
27,471
+378
+1% +$8.46K 0.07% 274
2020
Q2 		$582K Sell
27,093
-41
-0.2% -$836 0.08% 252
2020
Q1 		$520K Buy
27,134
+264
+1% +$5.69K 0.09% 237
2019
Q4 		$587K Buy
26,870
+619
+2% +$13.4K 0.08% 274
2019
Q3 		$585K Buy
26,251
+2,027
+8% +$44.2K 0.09% 249
2019
Q2 		$515K Buy
24,224
+33
+0.1% +$687 0.08% 255
2019
Q1 		$496K Buy
24,191
+22
+0.1% +$438 0.09% 225
2018
Q4 		$479K Buy
24,169
+2,861
+13% +$55K 0.1% 208
2018
Q3 		$426K Sell
21,308
-484
-2% -$9.93K 0.09% 239
2018
Q2 		$449K Sell
21,792
-129
-0.6% -$2.63K 0.1% 232
2018
Q1 		$456K Buy
+21,921
New +$459K 0.12% 199

Other funds holding NBB

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dynamic Advisor Solutions's NBB Position: Q2 2025 in Review

Dynamic Advisor Solutions sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q2 2025, closing a stake of 14,758 shares — an estimated $236K sold.

Dynamic Advisor Solutions first reported a position in NBB in Q1 2018 and held it in 18 quarters. The position peaked at $655K in Q4 2020. 79 funds tracked by Wall St. Rank hold NBB as of Q2 2025.

  • Dynamic Advisor Solutions reported no remaining Nuveen Taxable Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 14,758 Nuveen Taxable Municipal Income Fund shares in Q2 2025, an estimated $236K.
  • Dynamic Advisor Solutions first reported a position in Nuveen Taxable Municipal Income Fund in Q1 2018 and held it in 18 quarters.
  • Dynamic Advisor Solutions's Nuveen Taxable Municipal Income Fund position peaked at $655K in Q4 2020.
  • 79 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2025, filed 9 Jul 2025.