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Garton & Associates Financial Advisors’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Garton & Associates Financial Advisors’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
2026
Q1 		– Sell
-2,236
Closed -$36.5K – 174
2025
Q4 		$36.5K Buy
+2,236
New +$37.8K 0.02% 453

Other funds holding BBN

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Garton & Associates Financial Advisors's BBN Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q1 2026, closing a stake of 2,236 shares — an estimated $36.5K sold.

Garton & Associates Financial Advisors first reported a position in BBN in Q4 2025 and held it in 1 quarter. The position peaked at $36.5K in Q4 2025. 122 funds tracked by Wall St. Rank hold BBN as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,236 BlackRock Taxable Municipal Bond Trust shares in Q1 2026, an estimated $36.5K.
  • Garton & Associates Financial Advisors first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's BlackRock Taxable Municipal Bond Trust position peaked at $36.5K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.