Focus Partners Wealth
NBB icon

Focus Partners Wealth’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Focus Partners Wealth’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
2026
Q2 		$535K Hold
33,690
– – ﹤0.01% 1928
2026
Q1 		$531K Hold
33,690
– – ﹤0.01% 1896
2025
Q4 		$532K Buy
+33,690
New +$546K ﹤0.01% 1923

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Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Focus Partners Wealth's NBB Position: Q2 2026 in Review

Focus Partners Wealth held its Nuveen Taxable Municipal Income Fund (NBB) position steady in Q2 2026 at 33,690 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

Focus Partners Wealth first reported a position in NBB in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

  • Focus Partners Wealth held 33,690 shares of Nuveen Taxable Municipal Income Fund worth $535K as of Q2 2026.
  • Focus Partners Wealth left its Nuveen Taxable Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen Taxable Municipal Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1928 holding.
  • Focus Partners Wealth first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.