Herold Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Herold 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
2022 Q2	–	Sell	-1,772	Closed	-$35.4K	–	490
2022 Q1	$35.4K	Buy	+1,772	New	+$36.7K	0.01%	426
2021 Q4	–	Sell	-1,925	Closed	-$44K	–	477
2021 Q3	$44K	Buy	+1,925	New	+$45K	0.02%	392

Other funds holding NBB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

Herold Advisors's NBB Position: Q2 2022 in Review

Herold Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q2 2022, closing a stake of 1,772 shares — an estimated $35.4K sold.

Herold Advisors first reported a position in NBB in Q3 2021 and held it in 2 quarters. The position peaked at $44K in Q3 2021. 79 funds tracked by Wall St. Rank hold NBB as of Q2 2022.

Herold Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,772 Nuveen Taxable Municipal Income Fund shares in Q2 2022, an estimated $35.4K.
Herold Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q3 2021 and held it in 2 quarters.
Herold Advisors's Nuveen Taxable Municipal Income Fund position peaked at $44K in Q3 2021.
79 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.