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

IHT 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
2026
Q2 		$301K Sell
18,594
-497
-3% -$7.98K 0.01% 1011
2026
Q1 		$309K Hold
19,091
– – 0.01% 998
2025
Q4 		$312K Sell
19,091
-3,422
-15% -$57.8K 0.01% 946
2025
Q3 		$374K Sell
22,513
-610
-3% -$9.9K 0.01% 838
2025
Q2 		$373K Sell
23,123
-1,093
-5% -$17.4K 0.01% 802
2025
Q1 		$404K Sell
24,216
-899
-4% -$14.8K 0.01% 741
2024
Q4 		$405K Sell
25,115
-1,031
-4% -$17.2K 0.01% 746
2024
Q3 		$466K Sell
26,146
-2,311
-8% -$40K 0.01% 743
2024
Q2 		$465K Sell
28,457
-620
-2% -$9.83K 0.02% 659
2024
Q1 		$475K Sell
29,077
-1,540
-5% -$25.5K 0.02% 659
2023
Q4 		$498K Sell
30,617
-304
-1% -$4.71K 0.02% 602
2023
Q3 		$469K Sell
30,921
-3,143
-9% -$50.1K 0.02% 576
2023
Q2 		$565K Sell
34,064
-1,399
-4% -$24.1K 0.03% 503
2023
Q1 		$636K Hold
35,463
– – 0.04% 436
2022
Q4 		$597K Hold
35,463
– – 0.04% 439
2022
Q3 		$583K Hold
35,463
– – 0.04% 410
2022
Q2 		$679K Sell
35,463
-2,049
-5% -$40.2K 0.06% 305
2022
Q1 		$826K Hold
37,512
– – 0.06% 295
2021
Q4 		$982K Hold
37,512
– – 0.07% 262
2021
Q3 		$966K Sell
37,512
-2,270
-6% -$59.7K 0.08% 253
2021
Q2 		$1.03M Sell
39,782
-4,109
-9% -$103K 0.07% 314
2021
Q1 		$1.08M Sell
43,891
-6,839
-13% -$174K 0.08% 254
2020
Q4 		$1.37M Sell
50,730
-2,028
-4% -$52.9K 0.11% 190
2020
Q3 		$1.37M Buy
+52,758
New +$1.37M 0.14% 159
2018
Q2 		– Sell
-901
Closed -$20K – 498
2018
Q1 		$20K Hold
901
– – 0.01% 972
2017
Q4 		$21K Hold
901
– – 0.01% 971
2017
Q3 		$21K Hold
901
– – 0.01% 756
2017
Q2 		$1K Buy
901
+900
+90,000% +$20.5K ﹤0.01% 1280
2017
Q1 		$0 Hold
1
– – ﹤0.01% 1269
2016
Q4 		$0 Buy
+1
New +$22 ﹤0.01% 1199

Other funds holding BBN

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
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IHT Wealth Management's BBN Position: Q2 2026 in Review

IHT Wealth Management reduced its BlackRock Taxable Municipal Bond Trust (BBN) stake by 2.6% in Q2 2026, selling an estimated $7.98K and leaving 18,594 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #1011.

IHT Wealth Management first reported a position in BBN in Q4 2016 and has held it in 30 quarters since. The position peaked at $1.37M in Q4 2020. 119 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

  • IHT Wealth Management held 18,594 shares of BlackRock Taxable Municipal Bond Trust worth $301K as of Q2 2026.
  • IHT Wealth Management sold 497 BlackRock Taxable Municipal Bond Trust shares in Q2 2026, an estimated $7.98K.
  • BlackRock Taxable Municipal Bond Trust made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1011 holding.
  • IHT Wealth Management first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2016 and has held it in 30 quarters since.
  • IHT Wealth Management's BlackRock Taxable Municipal Bond Trust position peaked at $1.37M in Q4 2020.
  • 119 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.