Kilter Group’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Kilter Group’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
2026 Q1	–	Sell	-784	Closed	-$12.8K	–	1577
2025 Q4	$12.8K	Buy	784 +58	+8%	+$979	0.01%	309
2025 Q3	$12.1K	Buy	+726	New	+$11.8K	0.01%	297

Other funds holding BBN

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

EBWM

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

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

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

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kilter Group's BBN Position: Q1 2026 in Review

Kilter Group sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q1 2026, closing a stake of 784 shares — an estimated $12.8K sold.

Kilter Group first reported a position in BBN in Q3 2025 and held it in 2 quarters. The position peaked at $12.8K in Q4 2025. 122 funds tracked by Wall St. Rank hold BBN as of Q1 2026.

Kilter Group reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q1 2026 after selling out during the quarter.
Kilter Group sold 784 BlackRock Taxable Municipal Bond Trust shares in Q1 2026, an estimated $12.8K.
Kilter Group first reported a position in BlackRock Taxable Municipal Bond Trust in Q3 2025 and held it in 2 quarters.
Kilter Group's BlackRock Taxable Municipal Bond Trust position peaked at $12.8K in Q4 2025.
122 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.