EP Wealth Advisors’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

EP Wealth Advisors’s Portfolio BBN Stock Details BBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$226K	Buy	+14,021	New	+$223K	﹤0.01%	1181

Other funds holding BBN

SIA

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

EBWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

EP Wealth Advisors's BBN Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2025: 14,021 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1181 among its holdings.

117 funds tracked by Wall St. Rank hold BBN as of Q2 2025.

EP Wealth Advisors held 14,021 shares of BlackRock Taxable Municipal Bond Trust worth $226K as of Q2 2025.
BlackRock Taxable Municipal Bond Trust was a new EP Wealth Advisors position in Q2 2025.
BlackRock Taxable Municipal Bond Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1181 holding.
117 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.