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Gerber Kawasaki Wealth & Investment Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$432K Sell
27,357
-135
-0.5% -$2.13K 0.01% 257
2026
Q1 		$431K Buy
27,492
+63
+0.2% +$1K 0.01% 235
2025
Q4 		$433K Buy
27,429
+1,122
+4% +$18.2K 0.02% 240
2025
Q3 		$427K Buy
26,307
+92
+0.4% +$1.46K 0.01% 233
2025
Q2 		$415K Sell
26,215
-1,743
-6% -$26.9K 0.02% 221
2025
Q1 		$448K Buy
27,958
+5,359
+24% +$84.7K 0.02% 200
2024
Q4 		$339K Sell
22,599
-852
-4% -$13.7K 0.01% 219
2024
Q3 		$390K Buy
23,451
+1,509
+7% +$24.6K 0.02% 205
2024
Q2 		$340K Buy
21,942
+588
+3% +$8.83K 0.02% 207
2024
Q1 		$327K Buy
21,354
+1,642
+8% +$25.7K 0.02% 213
2023
Q4 		$311K Buy
19,712
+2,551
+15% +$37.8K 0.02% 202
2023
Q3 		$249K Buy
17,161
+1,471
+9% +$22.3K 0.02% 216
2023
Q2 		$246K Buy
15,690
+4,155
+36% +$65.7K 0.02% 224
2023
Q1 		$186K Buy
+11,535
New +$188K 0.01% 236
2022
Q1 		– Sell
-51,685
Closed -$1.17M – 275
2021
Q4 		$1.17M Buy
51,685
+51,648
+139,589% +$1.17M 0.09% 98
2021
Q3 		$37K Sell
37
-60,148
-100% -$1.41M ﹤0.01% 363
2021
Q2 		$1.41M Sell
60,185
-10,600
-15% -$241K 0.14% 88
2021
Q1 		$1.6M Buy
70,785
+7,150
+11% +$164K 0.19% 80
2020
Q4 		$1.51M Buy
63,635
+8,035
+14% +$181K 0.21% 68
2020
Q3 		$1.25M Buy
55,600
+14,100
+34% +$316K 0.27% 55
2020
Q2 		$891K Buy
41,500
+6,800
+20% +$139K 0.2% 69
2020
Q1 		$664K Buy
34,700
+4,654
+15% +$100K 0.19% 72
2019
Q4 		$656K Buy
30,046
+2,050
+7% +$44.5K 0.17% 72
2019
Q3 		$624K Buy
+27,996
New +$611K 0.18% 66

Other funds holding NBB

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's NBB Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Nuveen Taxable Municipal Income Fund (NBB) stake by 0.49% in Q2 2026, selling an estimated $2.13K and leaving 27,357 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #257.

Gerber Kawasaki Wealth & Investment Management first reported a position in NBB in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.6M in Q1 2021. 56 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 27,357 shares of Nuveen Taxable Municipal Income Fund worth $432K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 135 Nuveen Taxable Municipal Income Fund shares in Q2 2026, an estimated $2.13K.
  • Nuveen Taxable Municipal Income Fund made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #257 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen Taxable Municipal Income Fund in Q3 2019 and has held it in 24 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Nuveen Taxable Municipal Income Fund position peaked at $1.6M in Q1 2021.
  • 56 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.