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

IFP 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
2023
Q3 		– Sell
-69
Closed -$1.05K – 3275
2023
Q2 		$1.07K Buy
69
+1
+1% +$16 ﹤0.01% 3064
2023
Q1 		$1.38K Buy
68
+1
+1% +$16 ﹤0.01% 3004
2022
Q4 		$1K Sell
67
-204
-75% -$3.17K ﹤0.01% 4409
2022
Q3 		$5K Buy
271
+1
+0.4% +$18 ﹤0.01% 4041
2022
Q2 		$5K Hold
270
– – ﹤0.01% 3801
2022
Q1 		$5K Buy
+270
New +$5.59K ﹤0.01% 3801
2019
Q1 		$9K Sell
450
-5,314
-92% -$106K ﹤0.01% 1663
2018
Q4 		$111K Sell
5,764
-3,998
-41% -$76.8K 0.01% 1145
2018
Q3 		$195K Buy
9,762
+3,112
+47% +$63.8K 0.01% 1093
2018
Q2 		$137K Hold
6,650
– – 0.01% 1305
2018
Q1 		$146K Hold
6,650
– – 0.01% 1152
2017
Q4 		$146K Sell
6,650
-7,650
-53% -$166K 0.01% 1158
2017
Q3 		$307K Buy
14,300
+450
+3% +$9.64K 0.01% 915
2017
Q2 		$291K Hold
13,850
– – 0.01% 920
2017
Q1 		$289K Sell
13,850
-2,500
-15% -$51.7K 0.01% 919
2016
Q4 		$337K Buy
16,350
+7,500
+85% +$157K 0.02% 804
2016
Q3 		$201K Hold
8,850
– – 0.01% 1008
2016
Q2 		$202K Buy
8,850
+8,400
+1,867% +$186K 0.01% 963
2016
Q1 		$9K Sell
450
-8,400
-95% -$176K ﹤0.01% 1661
2015
Q4 		$178K Buy
+8,850
New +$176K 0.01% 883

Other funds holding NBB

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFP Advisors's NBB Position: Q3 2023 in Review

IFP Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q3 2023, closing a stake of 69 shares — an estimated $1.05K sold.

IFP Advisors first reported a position in NBB in Q4 2015 and held it in 20 quarters. The position peaked at $337K in Q4 2016. 77 funds tracked by Wall St. Rank hold NBB as of Q3 2023.

  • IFP Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 69 Nuveen Taxable Municipal Income Fund shares in Q3 2023, an estimated $1.05K.
  • IFP Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2015 and held it in 20 quarters.
  • IFP Advisors's Nuveen Taxable Municipal Income Fund position peaked at $337K in Q4 2016.
  • 77 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.