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Jackson Grant Investment Advisers’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Jackson Grant Investment Advisers’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
2025
Q4 		– Sell
-1,000
Closed -$16.6K – 397
2025
Q3 		$16.6K Buy
+1,000
New +$16.2K 0.01% 267

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jackson Grant Investment Advisers's BBN Position: Q4 2025 in Review

Jackson Grant Investment Advisers sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q4 2025, closing a stake of 1,000 shares — an estimated $16.6K sold.

Jackson Grant Investment Advisers first reported a position in BBN in Q3 2025 and held it in 1 quarter. The position peaked at $16.6K in Q3 2025. 121 funds tracked by Wall St. Rank hold BBN as of Q4 2025.

  • Jackson Grant Investment Advisers reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q4 2025 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 1,000 BlackRock Taxable Municipal Bond Trust shares in Q4 2025, an estimated $16.6K.
  • Jackson Grant Investment Advisers first reported a position in BlackRock Taxable Municipal Bond Trust in Q3 2025 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's BlackRock Taxable Municipal Bond Trust position peaked at $16.6K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q4 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2025, filed 27 Jan 2026.