Farther Finance Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Farther Finance Advisors’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 Q1	–	Sell	-890	Closed	-$13.3K	–	4367
2024 Q4	$13.3K	Sell	890 -5,887	-87%	-$94.4K	﹤0.01%	2261
2024 Q3	$113K	Buy	6,777 +7	+0.1%	+$114	﹤0.01%	1252
2024 Q2	$104K	Buy	6,770 +11	+0.2%	+$165	0.01%	1120
2024 Q1	$103K	Sell	6,759 -660	-9%	-$10.3K	0.01%	933
2023 Q4	$117K	Sell	7,419 -6,581	-47%	-$97.6K	0.01%	742
2023 Q3	$203K	Buy	14,000 +197	+1%	+$2.99K	0.03%	382
2023 Q2	$217K	Buy	+13,803	New	+$218K	0.05%	299

Other funds holding NBB

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Farther Finance Advisors's NBB Position: Q1 2025 in Review

Farther Finance Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2025, closing a stake of 890 shares — an estimated $13.3K sold.

Farther Finance Advisors first reported a position in NBB in Q2 2023 and held it in 7 quarters. The position peaked at $217K in Q2 2023. 81 funds tracked by Wall St. Rank hold NBB as of Q1 2025.

Farther Finance Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
Farther Finance Advisors sold 890 Nuveen Taxable Municipal Income Fund shares in Q1 2025, an estimated $13.3K.
Farther Finance Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2023 and held it in 7 quarters.
Farther Finance Advisors's Nuveen Taxable Municipal Income Fund position peaked at $217K in Q2 2023.
81 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2025.

Based on Farther Finance Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.