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Kaizen Financial Strategies’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Kaizen Financial Strategies’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
2021
Q1 		– Sell
-22,293
Closed -$601K – 140
2020
Q4 		$601K Buy
+22,293
New +$581K 0.67% 47

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GC
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LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kaizen Financial Strategies's BBN Position: Q1 2021 in Review

Kaizen Financial Strategies sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q1 2021, closing a stake of 22,293 shares — an estimated $601K sold.

Kaizen Financial Strategies first reported a position in BBN in Q4 2020 and held it in 1 quarter. The position peaked at $601K in Q4 2020. 129 funds tracked by Wall St. Rank hold BBN as of Q1 2021.

  • Kaizen Financial Strategies reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q1 2021 after selling out during the quarter.
  • Kaizen Financial Strategies sold 22,293 BlackRock Taxable Municipal Bond Trust shares in Q1 2021, an estimated $601K.
  • Kaizen Financial Strategies first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2020 and held it in 1 quarter.
  • Kaizen Financial Strategies's BlackRock Taxable Municipal Bond Trust position peaked at $601K in Q4 2020.
  • 129 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2021.

Based on Kaizen Financial Strategies's 13F filing for Q1 2021, filed 28 May 2021.