GKWIM
BBN icon

Gerber Kawasaki Wealth & Investment Management’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-1,161
Closed -$29K – 356
2021
Q3 		$29K Buy
+1,161
New +$30.5K ﹤0.01% 406

Other funds holding BBN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BBN Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q4 2021, closing a stake of 1,161 shares — an estimated $29K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BBN in Q3 2021 and held it in 1 quarter. The position peaked at $29K in Q3 2021. 144 funds tracked by Wall St. Rank hold BBN as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,161 BlackRock Taxable Municipal Bond Trust shares in Q4 2021, an estimated $29K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in BlackRock Taxable Municipal Bond Trust in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's BlackRock Taxable Municipal Bond Trust position peaked at $29K in Q3 2021.
  • 144 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.