Global Retirement Partners’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Global Retirement Partners’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 Q2	$93.5K	Buy	+5,780	New	+$92.8K	﹤0.01%	2117
2025 Q4	$136K	Hold	8,311	–	–	﹤0.01%	1710
2025 Q3	$138K	Hold	8,311	–	–	﹤0.01%	1361
2025 Q2	$134K	Buy	+8,311	New	+$132K	﹤0.01%	1285
2024 Q3	–	Sell	-1,000	Closed	-$16.4K	–	3517
2024 Q2	$16.4K	Sell	1,000 -6	-0.6%	-$95	﹤0.01%	2089
2024 Q1	$16.4K	Hold	1,006	–	–	﹤0.01%	1891
2023 Q4	$16.5K	Sell	1,006 -1,994	-66%	-$30.9K	﹤0.01%	1856
2023 Q3	$45.4K	Hold	3,000	–	–	﹤0.01%	1325
2023 Q2	$49.8K	Buy	3,000 +1,000	+50%	+$17.2K	﹤0.01%	1281
2023 Q1	$36K	Buy	+2,000	New	+$35.3K	﹤0.01%	1381

Other funds holding BBN

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Global Retirement Partners's BBN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2026: 5,780 shares worth $93.5K. The stake represents ﹤0.01% of the portfolio and ranks #2117 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BBN as recently as Q4 2025.

Global Retirement Partners first reported a position in BBN in Q1 2023 and has held it in 10 quarters since. The position peaked at $138K in Q3 2025. 119 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

Global Retirement Partners held 5,780 shares of BlackRock Taxable Municipal Bond Trust worth $93.5K as of Q2 2026.
BlackRock Taxable Municipal Bond Trust was a new Global Retirement Partners position in Q2 2026.
BlackRock Taxable Municipal Bond Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2117 holding.
Global Retirement Partners first reported a position in BlackRock Taxable Municipal Bond Trust in Q1 2023 and has held it in 10 quarters since.
Global Retirement Partners's BlackRock Taxable Municipal Bond Trust position peaked at $138K in Q3 2025.
119 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.