Financial Management Professionals’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Financial Management Professionals’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
2023 Q2	–	Sell	-1,358	Closed	-$24K	–	928
2023 Q1	$24K	Buy	+1,358	New	+$24K	﹤0.01%	386

Other funds holding BBN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

EBWM

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWM

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

Financial Management Professionals's BBN Position: Q2 2023 in Review

Financial Management Professionals sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2023, closing a stake of 1,358 shares — an estimated $24K sold.

Financial Management Professionals first reported a position in BBN in Q1 2023 and held it in 1 quarter. The position peaked at $24K in Q1 2023. 125 funds tracked by Wall St. Rank hold BBN as of Q2 2023.

Financial Management Professionals reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q2 2023 after selling out during the quarter.
Financial Management Professionals sold 1,358 BlackRock Taxable Municipal Bond Trust shares in Q2 2023, an estimated $24K.
Financial Management Professionals first reported a position in BlackRock Taxable Municipal Bond Trust in Q1 2023 and held it in 1 quarter.
Financial Management Professionals's BlackRock Taxable Municipal Bond Trust position peaked at $24K in Q1 2023.
125 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.