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First Personal Financial Services’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

First Personal Financial Services’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
2022
Q3 		– Sell
-1,365
Closed -$26K – 429
2022
Q2 		$26K Buy
+1,365
New +$26.8K 0.01% 221

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Wells Fargo
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EBWM
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Invesco
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FWM
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
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First Personal Financial Services's BBN Position: Q3 2022 in Review

First Personal Financial Services sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q3 2022, closing a stake of 1,365 shares — an estimated $26K sold.

First Personal Financial Services first reported a position in BBN in Q2 2022 and held it in 1 quarter. The position peaked at $26K in Q2 2022. 117 funds tracked by Wall St. Rank hold BBN as of Q3 2022.

  • First Personal Financial Services reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q3 2022 after selling out during the quarter.
  • First Personal Financial Services sold 1,365 BlackRock Taxable Municipal Bond Trust shares in Q3 2022, an estimated $26K.
  • First Personal Financial Services first reported a position in BlackRock Taxable Municipal Bond Trust in Q2 2022 and held it in 1 quarter.
  • First Personal Financial Services's BlackRock Taxable Municipal Bond Trust position peaked at $26K in Q2 2022.
  • 117 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q3 2022.

Based on First Personal Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.