Integrated Wealth Concepts’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Integrated Wealth Concepts’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
2026 Q2	$292K	Buy	18,509 +72	+0.4%	+$1.13K	﹤0.01%	1991
2026 Q1	$289K	Buy	+18,437	New	+$293K	﹤0.01%	1883
2025 Q4	–	Sell	-18,228	Closed	-$296K	–	1901
2025 Q3	$296K	Buy	18,228 +214	+1%	+$3.4K	﹤0.01%	1640
2025 Q2	$285K	Buy	18,014 +63	+0.4%	+$973	﹤0.01%	1577
2025 Q1	$288K	Buy	17,951 +1,203	+7%	+$19K	﹤0.01%	1424
2024 Q4	$251K	Sell	16,748 -1,813	-10%	-$29.1K	﹤0.01%	1474
2024 Q3	$308K	Buy	18,561 +381	+2%	+$6.22K	﹤0.01%	1319
2024 Q2	$282K	Buy	18,180 +563	+3%	+$8.45K	﹤0.01%	1349
2024 Q1	$270K	Buy	17,617 +181	+1%	+$2.84K	﹤0.01%	1379
2023 Q4	$275K	Sell	17,436 -608	-3%	-$9.01K	﹤0.01%	1311
2023 Q3	$262K	Sell	18,044 -2,926	-14%	-$44.5K	﹤0.01%	1291
2023 Q2	$329K	Sell	20,970 -56	-0.3%	-$886	0.01%	1181
2023 Q1	$339K	Buy	+21,026	New	+$343K	0.01%	1001

Other funds holding NBB

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EBWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Integrated Wealth Concepts's NBB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Nuveen Taxable Municipal Income Fund (NBB) stake by 0.39% in Q2 2026, buying an estimated $1.13K and bringing the position to 18,509 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

Integrated Wealth Concepts first reported a position in NBB in Q1 2023 and has held it in 13 quarters since. The position peaked at $339K in Q1 2023. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

Integrated Wealth Concepts held 18,509 shares of Nuveen Taxable Municipal Income Fund worth $292K as of Q2 2026.
Integrated Wealth Concepts bought 72 Nuveen Taxable Municipal Income Fund shares in Q2 2026, an estimated $1.13K.
Nuveen Taxable Municipal Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1991 holding.
Integrated Wealth Concepts first reported a position in Nuveen Taxable Municipal Income Fund in Q1 2023 and has held it in 13 quarters since.
Integrated Wealth Concepts's Nuveen Taxable Municipal Income Fund position peaked at $339K in Q1 2023.
76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.