Envestnet Asset Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Envestnet Asset Management’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 Q2	$768K	Buy	48,678 +1,846	+4%	+$29.1K	﹤0.01%	3790
2026 Q1	$733K	Buy	46,832 +2,941	+7%	+$46.7K	﹤0.01%	3664
2025 Q4	$693K	Buy	43,891 +787	+2%	+$12.7K	﹤0.01%	3485
2025 Q3	$699K	Buy	43,104 +1,339	+3%	+$21.2K	﹤0.01%	3538
2025 Q2	$661K	Buy	41,765 +3,814	+10%	+$58.9K	﹤0.01%	3510
2025 Q1	$608K	Sell	37,951 -10,470	-22%	-$165K	﹤0.01%	3502
2024 Q4	$725K	Buy	48,421 +9,730	+25%	+$156K	﹤0.01%	3362
2024 Q3	$643K	Sell	38,691 -549,930	-93%	-$8.98M	﹤0.01%	3386
2024 Q2	$9.13M	Buy	588,621 +136,725	+30%	+$2.05M	﹤0.01%	1619
2024 Q1	$6.92M	Buy	451,896 +352,400	+354%	+$5.53M	﹤0.01%	1756
2023 Q4	$1.57M	Buy	99,496 +77,883	+360%	+$1.15M	﹤0.01%	2615
2023 Q3	$314K	Sell	21,613 -724	-3%	-$11K	﹤0.01%	3506
2023 Q2	$350K	Buy	22,337 +1,923	+9%	+$30.4K	﹤0.01%	3405
2023 Q1	$329K	Buy	20,414 +6,223	+44%	+$101K	﹤0.01%	3399
2022 Q4	$226K	Buy	14,191 +813	+6%	+$12.6K	﹤0.01%	3610
2022 Q3	$210K	Buy	13,378 +1,159	+9%	+$20.5K	﹤0.01%	3553
2022 Q2	$217K	Sell	12,219 -59,397	-83%	-$1.07M	﹤0.01%	3539
2022 Q1	$1.43M	Buy	71,616 +58,940	+465%	+$1.22M	﹤0.01%	2401
2021 Q4	$288K	Sell	12,676 -617	-5%	-$14K	﹤0.01%	3448
2021 Q3	$305K	Sell	13,293 -422	-3%	-$9.86K	﹤0.01%	3288
2021 Q2	$321K	Sell	13,715 -1,283	-9%	-$29.2K	﹤0.01%	3244
2021 Q1	$339K	Buy	+14,998	New	+$344K	﹤0.01%	3071
2014 Q3	–	Sell	-2,000	Closed	-$41K	–	2819
2014 Q2	$41K	Buy	+2,000	New	+$40K	﹤0.01%	1514

Other funds holding NBB

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BGAI

Bruce G. Allen Investments Denver, Colorado $157M AUM 28.14% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return

Envestnet Asset Management's NBB Position: Q2 2026 in Review

Envestnet Asset Management increased its Nuveen Taxable Municipal Income Fund (NBB) stake by 3.9% in Q2 2026, buying an estimated $29.1K and bringing the position to 48,678 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #3790.

Envestnet Asset Management first reported a position in NBB in Q2 2014 and has held it in 23 quarters since. The position peaked at $9.13M in Q2 2024. 30 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

Envestnet Asset Management held 48,678 shares of Nuveen Taxable Municipal Income Fund worth $768K as of Q2 2026.
Envestnet Asset Management bought 1,846 Nuveen Taxable Municipal Income Fund shares in Q2 2026, an estimated $29.1K.
Nuveen Taxable Municipal Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3790 holding.
Envestnet Asset Management first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2014 and has held it in 23 quarters since.
Envestnet Asset Management's Nuveen Taxable Municipal Income Fund position peaked at $9.13M in Q2 2024.
30 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.