GAM
BBN icon

Gould Asset Management’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Gould Asset 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
2019
Q2 		– Sell
-14,800
Closed -$332K – 144
2019
Q1 		$332K Buy
+14,800
New +$325K 0.12% 91

Other funds holding BBN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gould Asset Management's BBN Position: Q2 2019 in Review

Gould Asset Management sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2019, closing a stake of 14,800 shares — an estimated $332K sold.

Gould Asset Management first reported a position in BBN in Q1 2019 and held it in 1 quarter. The position peaked at $332K in Q1 2019. 99 funds tracked by Wall St. Rank hold BBN as of Q2 2019.

  • Gould Asset Management reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q2 2019 after selling out during the quarter.
  • Gould Asset Management sold 14,800 BlackRock Taxable Municipal Bond Trust shares in Q2 2019, an estimated $332K.
  • Gould Asset Management first reported a position in BlackRock Taxable Municipal Bond Trust in Q1 2019 and held it in 1 quarter.
  • Gould Asset Management's BlackRock Taxable Municipal Bond Trust position peaked at $332K in Q1 2019.
  • 99 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2019.

Based on Gould Asset Management's 13F filing for Q2 2019, filed 31 Jul 2019.