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JNBA Financial Advisors’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

JNBA Financial Advisors’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
2023
Q2 		– Sell
-7,735
Closed -$139K – 707
2023
Q1 		$139K Buy
+7,735
New +$137K 0.02% 212
2021
Q1 		– Sell
-100
Closed -$3K – 648
2020
Q4 		$3K Buy
+100
New +$2.61K ﹤0.01% 518

Other funds holding BBN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

JNBA Financial Advisors's BBN Position: Q2 2023 in Review

JNBA Financial Advisors sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2023, closing a stake of 7,735 shares — an estimated $139K sold.

JNBA Financial Advisors first reported a position in BBN in Q4 2020 and held it in 2 quarters. The position peaked at $139K in Q1 2023. 125 funds tracked by Wall St. Rank hold BBN as of Q2 2023.

  • JNBA Financial Advisors reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q2 2023 after selling out during the quarter.
  • JNBA Financial Advisors sold 7,735 BlackRock Taxable Municipal Bond Trust shares in Q2 2023, an estimated $139K.
  • JNBA Financial Advisors first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2020 and held it in 2 quarters.
  • JNBA Financial Advisors's BlackRock Taxable Municipal Bond Trust position peaked at $139K in Q1 2023.
  • 125 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2023.

Based on JNBA Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.