Kestra Private Wealth Services’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Kestra Private Wealth Services’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	$218K	Sell	13,841 -464	-3%	-$7.3K	﹤0.01%	1659
2026 Q1	$224K	Sell	14,305 -1,776	-11%	-$28.2K	﹤0.01%	1584
2025 Q4	$254K	Sell	16,081 -1,698	-10%	-$27.5K	﹤0.01%	1500
2025 Q3	$288K	Buy	17,779 +1,356	+8%	+$21.5K	﹤0.01%	1386
2025 Q2	$260K	Buy	16,423 +617	+4%	+$9.53K	﹤0.01%	1369
2025 Q1	$253K	Buy	+15,806	New	+$250K	﹤0.01%	1283

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

Kestra Private Wealth Services's NBB Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Nuveen Taxable Municipal Income Fund (NBB) stake by 3.2% in Q2 2026, selling an estimated $7.3K and leaving 13,841 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Kestra Private Wealth Services first reported a position in NBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $288K in Q3 2025. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

Kestra Private Wealth Services held 13,841 shares of Nuveen Taxable Municipal Income Fund worth $218K as of Q2 2026.
Kestra Private Wealth Services sold 464 Nuveen Taxable Municipal Income Fund shares in Q2 2026, an estimated $7.3K.
Nuveen Taxable Municipal Income Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1659 holding.
Kestra Private Wealth Services first reported a position in Nuveen Taxable Municipal Income Fund in Q1 2025 and has held it in 6 quarters since.
Kestra Private Wealth Services's Nuveen Taxable Municipal Income Fund position peaked at $288K in Q3 2025.
76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.