Glass Jacobson Investment Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Glass Jacobson Investment Advisors’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
2025 Q2	–	Sell	-650	Closed	-$9.74K	–	733
2025 Q1	$9.74K	Hold	650	–	–	﹤0.01%	597
2024 Q4	$9.74K	Hold	650	–	–	﹤0.01%	597
2024 Q3	$10.8K	Hold	650	–	–	﹤0.01%	559
2024 Q2	$10.1K	Hold	650	–	–	﹤0.01%	547
2024 Q1	$9.96K	Hold	650	–	–	﹤0.01%	554
2023 Q4	$10.3K	Hold	650	–	–	﹤0.01%	518
2023 Q3	$9.45K	Hold	650	–	–	﹤0.01%	502
2023 Q2	$10.2K	Buy	+650	New	+$10.3K	﹤0.01%	501
2022 Q4	$10.4K	Buy	+650	New	+$10.1K	0.01%	512

Other funds holding NBB

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Glass Jacobson Investment Advisors's NBB Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q2 2025, closing a stake of 650 shares — an estimated $9.74K sold.

Glass Jacobson Investment Advisors first reported a position in NBB in Q4 2022 and held it in 9 quarters. The position peaked at $10.8K in Q3 2024. 79 funds tracked by Wall St. Rank hold NBB as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 650 Nuveen Taxable Municipal Income Fund shares in Q2 2025, an estimated $9.74K.
Glass Jacobson Investment Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's Nuveen Taxable Municipal Income Fund position peaked at $10.8K in Q3 2024.
79 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.