EWM
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Evolution Wealth Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Evolution Wealth 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
2025
Q3 		– Sell
-1,332
Closed -$21.1K – 651
2025
Q2 		$21.1K Buy
+1,332
New +$20.6K 0.03% 274

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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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evolution Wealth Management's NBB Position: Q3 2025 in Review

Evolution Wealth Management sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q3 2025, closing a stake of 1,332 shares — an estimated $21.1K sold.

Evolution Wealth Management first reported a position in NBB in Q2 2025 and held it in 1 quarter. The position peaked at $21.1K in Q2 2025. 74 funds tracked by Wall St. Rank hold NBB as of Q3 2025.

  • Evolution Wealth Management reported no remaining Nuveen Taxable Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 1,332 Nuveen Taxable Municipal Income Fund shares in Q3 2025, an estimated $21.1K.
  • Evolution Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $21.1K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.