Fortitude Advisory Group’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Fortitude Advisory Group’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	$478K	Buy	30,274 +306	+1%	+$4.82K	0.18%	113
2026 Q1	$469K	Hold	29,968	–	–	0.21%	101
2025 Q4	$473K	Hold	29,968	–	–	0.2%	85
2025 Q3	$486K	Sell	29,968 -25	-0.1%	-$397	0.26%	83
2025 Q2	$474K	Hold	29,993	–	–	0.27%	76
2025 Q1	$455K	Buy	29,993 +113	+0.4%	+$1.78K	0.33%	63
2024 Q4	$448K	Hold	29,880	–	–	0.27%	77
2024 Q3	$496K	Buy	29,880 +9,125	+44%	+$149K	0.31%	72
2024 Q2	$322K	Hold	20,755	–	–	0.19%	111
2024 Q1	$318K	Hold	20,755	–	–	0.18%	121
2023 Q4	$328K	Hold	20,755	–	–	0.2%	116
2023 Q3	$302K	Sell	20,755 -1,340	-6%	-$20.4K	0.2%	114
2023 Q2	$347K	Hold	22,095	–	–	0.25%	99
2023 Q1	$356K	Hold	22,095	–	–	0.28%	95
2022 Q4	$353K	Sell	22,095 -3,200	-13%	-$49.8K	0.3%	93
2022 Q3	$397K	Buy	25,295 +28	+0.1%	+$494	0.38%	66
2022 Q2	$450K	Buy	25,267 +39	+0.2%	+$706	0.41%	63
2022 Q1	$504K	Sell	25,228 -29	-0.1%	-$600	0.27%	66
2021 Q4	$573K	Buy	+25,257	New	+$573K	0.29%	58

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

Fortitude Advisory Group's NBB Position: Q2 2026 in Review

Fortitude Advisory Group increased its Nuveen Taxable Municipal Income Fund (NBB) stake by 1% in Q2 2026, buying an estimated $4.82K and bringing the position to 30,274 shares worth $478K. The position accounts for 0.18% of the portfolio, ranked #113.

Fortitude Advisory Group first reported a position in NBB in Q4 2021 and has held it in 19 quarters since. The position peaked at $573K in Q4 2021. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

Fortitude Advisory Group held 30,274 shares of Nuveen Taxable Municipal Income Fund worth $478K as of Q2 2026.
Fortitude Advisory Group bought 306 Nuveen Taxable Municipal Income Fund shares in Q2 2026, an estimated $4.82K.
Nuveen Taxable Municipal Income Fund made up 0.18% of Fortitude Advisory Group's portfolio in Q2 2026, its #113 holding.
Fortitude Advisory Group first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2021 and has held it in 19 quarters since.
Fortitude Advisory Group's Nuveen Taxable Municipal Income Fund position peaked at $573K in Q4 2021.
76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.