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FirstPurpose Wealth’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

FirstPurpose Wealth’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
Q1 		– Sell
-23,143
Closed -$606K – 140
2021
Q4 		$606K Buy
+23,143
New +$597K 0.38% 50

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UBS Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FirstPurpose Wealth's BBN Position: Q1 2022 in Review

FirstPurpose Wealth sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q1 2022, closing a stake of 23,143 shares — an estimated $606K sold.

FirstPurpose Wealth first reported a position in BBN in Q4 2021 and held it in 1 quarter. The position peaked at $606K in Q4 2021. 128 funds tracked by Wall St. Rank hold BBN as of Q1 2022.

  • FirstPurpose Wealth reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q1 2022 after selling out during the quarter.
  • FirstPurpose Wealth sold 23,143 BlackRock Taxable Municipal Bond Trust shares in Q1 2022, an estimated $606K.
  • FirstPurpose Wealth first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2021 and held it in 1 quarter.
  • FirstPurpose Wealth's BlackRock Taxable Municipal Bond Trust position peaked at $606K in Q4 2021.
  • 128 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2022.

Based on FirstPurpose Wealth's 13F filing for Q1 2022, filed 18 Apr 2022.