Focused Wealth Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Focused Wealth Management’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	$283K	Sell	17,905 -599	-3%	-$9.43K	0.02%	195
2026 Q1	$290K	Buy	18,504 +66	+0.4%	+$1.05K	0.03%	159
2025 Q4	$291K	Buy	18,438 +128	+0.7%	+$2.07K	0.03%	143
2025 Q3	$297K	Buy	18,310 +96	+0.5%	+$1.52K	0.03%	146
2025 Q2	$288K	Buy	18,214 +95	+0.5%	+$1.47K	0.03%	135
2025 Q1	$290K	Buy	18,119 +61	+0.3%	+$964	0.04%	126
2024 Q4	$271K	Buy	18,058 +120	+0.7%	+$1.92K	0.04%	125
2024 Q3	$298K	Buy	17,938 +88	+0.5%	+$1.44K	0.04%	154
2024 Q2	$277K	Buy	17,850 +71	+0.4%	+$1.07K	0.04%	148
2024 Q1	$272K	Buy	17,779 +4,804	+37%	+$75.3K	0.04%	133
2023 Q4	$205K	Buy	12,975 +10,530	+431%	+$156K	0.03%	134
2023 Q3	$35.5K	Hold	2,445	–	–	0.01%	339
2023 Q2	$38.4K	Hold	2,445	–	–	0.01%	347
2023 Q1	$39.4K	Hold	2,445	–	–	0.01%	342
2022 Q4	$39K	Hold	2,445	–	–	0.01%	334
2022 Q3	$38K	Hold	2,445	–	–	0.01%	317
2022 Q2	$44K	Buy	+2,445	New	+$44.2K	0.01%	303
2018 Q1	–	Sell	-1,500	Closed	-$33K	–	730
2017 Q4	$33K	Hold	1,500	–	–	0.01%	338
2017 Q3	$32K	Buy	+1,500	New	+$32.1K	0.01%	293

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

LSIA

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Focused Wealth Management's NBB Position: Q2 2026 in Review

Focused Wealth Management reduced its Nuveen Taxable Municipal Income Fund (NBB) stake by 3.2% in Q2 2026, selling an estimated $9.43K and leaving 17,905 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #195.

Focused Wealth Management first reported a position in NBB in Q3 2017 and has held it in 19 quarters since. The position peaked at $298K in Q3 2024. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

Focused Wealth Management held 17,905 shares of Nuveen Taxable Municipal Income Fund worth $283K as of Q2 2026.
Focused Wealth Management sold 599 Nuveen Taxable Municipal Income Fund shares in Q2 2026, an estimated $9.43K.
Nuveen Taxable Municipal Income Fund made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #195 holding.
Focused Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q3 2017 and has held it in 19 quarters since.
Focused Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $298K in Q3 2024.
76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.