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Glassy Mountain Advisors’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Glassy Mountain 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
2023
Q1 		– Sell
-600
Closed -$10.1K – 37
2022
Q4 		$10.1K Buy
+600
New +$10.4K 0.01% 179

Other funds holding BBN

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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Glassy Mountain Advisors's BBN Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q1 2023, closing a stake of 600 shares — an estimated $10.1K sold.

Glassy Mountain Advisors first reported a position in BBN in Q4 2022 and held it in 1 quarter. The position peaked at $10.1K in Q4 2022. 121 funds tracked by Wall St. Rank hold BBN as of Q1 2023.

  • Glassy Mountain Advisors reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q1 2023 after selling out during the quarter.
  • Glassy Mountain Advisors sold 600 BlackRock Taxable Municipal Bond Trust shares in Q1 2023, an estimated $10.1K.
  • Glassy Mountain Advisors first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2022 and held it in 1 quarter.
  • Glassy Mountain Advisors's BlackRock Taxable Municipal Bond Trust position peaked at $10.1K in Q4 2022.
  • 121 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2023.

Based on Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.