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HB Wealth Management’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

HB Wealth 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
2023
Q2 		– Sell
-12,277
Closed -$220K – 733
2023
Q1 		$220K Buy
+12,277
New +$217K ﹤0.01% 647

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EBWM
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SIA
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Bank of America
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RJFSA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
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HB Wealth Management's BBN Position: Q2 2023 in Review

HB Wealth Management sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2023, closing a stake of 12,277 shares — an estimated $220K sold.

HB Wealth Management first reported a position in BBN in Q1 2023 and held it in 1 quarter. The position peaked at $220K in Q1 2023. 125 funds tracked by Wall St. Rank hold BBN as of Q2 2023.

  • HB Wealth Management reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q2 2023 after selling out during the quarter.
  • HB Wealth Management sold 12,277 BlackRock Taxable Municipal Bond Trust shares in Q2 2023, an estimated $220K.
  • HB Wealth Management first reported a position in BlackRock Taxable Municipal Bond Trust in Q1 2023 and held it in 1 quarter.
  • HB Wealth Management's BlackRock Taxable Municipal Bond Trust position peaked at $220K in Q1 2023.
  • 125 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2023.

Based on HB Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.