Farther Finance Advisors’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Farther Finance 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
2026 Q2	$50.9K	Sell	3,150 -3,126	-50%	-$50.2K	﹤0.01%	3228
2026 Q1	$101K	Hold	6,276	–	–	﹤0.01%	2500
2025 Q4	$102K	Buy	6,276 +3,126	+99%	+$52.8K	﹤0.01%	2332
2025 Q3	$52.3K	Sell	3,150 -167	-5%	-$2.71K	﹤0.01%	2408
2025 Q2	$53.4K	Sell	3,317 -183	-5%	-$2.91K	﹤0.01%	2106
2025 Q1	$58.1K	Sell	3,500 -3,271	-48%	-$54K	﹤0.01%	1821
2024 Q4	$109K	Sell	6,771 -54,167	-89%	-$906K	﹤0.01%	1274
2024 Q3	$1.09M	Buy	60,938 +2,513	+4%	+$43.5K	0.04%	325
2024 Q2	$944K	Buy	58,425 +208	+0.4%	+$3.3K	0.05%	317
2024 Q1	$942K	Buy	58,217 +197	+0.3%	+$3.26K	0.06%	264
2023 Q4	$943K	Buy	58,020 +6,415	+12%	+$99.5K	0.07%	244
2023 Q3	$782K	Buy	51,605 +29,023	+129%	+$463K	0.12%	145
2023 Q2	$375K	Buy	+22,582	New	+$389K	0.08%	203

Other funds holding BBN

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Farther Finance Advisors's BBN Position: Q2 2026 in Review

Farther Finance Advisors reduced its BlackRock Taxable Municipal Bond Trust (BBN) stake by 50% in Q2 2026, selling an estimated $50.2K and leaving 3,150 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3228.

Farther Finance Advisors first reported a position in BBN in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.09M in Q3 2024. 119 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

Farther Finance Advisors held 3,150 shares of BlackRock Taxable Municipal Bond Trust worth $50.9K as of Q2 2026.
Farther Finance Advisors sold 3,126 BlackRock Taxable Municipal Bond Trust shares in Q2 2026, an estimated $50.2K.
BlackRock Taxable Municipal Bond Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3228 holding.
Farther Finance Advisors first reported a position in BlackRock Taxable Municipal Bond Trust in Q2 2023 and has held it in 13 quarters since.
Farther Finance Advisors's BlackRock Taxable Municipal Bond Trust position peaked at $1.09M in Q3 2024.
119 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.