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IA
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
Shares
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
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1-Year Est. Return
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$68.3B AUM
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1-Year Est. Return
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$501B AUM
22.01%
1-Year Est. Return
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$1.02T AUM
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1-Year Est. Return
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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