Kingsview Wealth Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Kingsview Wealth Management’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
2022 Q2	–	Sell	-10,957	Closed	-$219K	–	887
2022 Q1	$219K	Sell	10,957 -1,823	-14%	-$37.7K	0.01%	794
2021 Q4	$290K	Sell	12,780 -143	-1%	-$3.24K	0.01%	744
2021 Q3	$296K	Buy	12,923 +736	+6%	+$17.2K	0.01%	687
2021 Q2	$284K	Buy	12,187 +1,014	+9%	+$23.1K	0.01%	711
2021 Q1	$251K	Buy	11,173 +2,260	+25%	+$51.8K	0.01%	698
2020 Q4	$212K	Buy	+8,913	New	+$201K	0.02%	640
2020 Q3	–	Sell	-22,601	Closed	-$485K	–	687
2020 Q2	$485K	Buy	+22,601	New	+$461K	0.05%	331

Other funds holding NBB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EBWM

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

Kingsview Wealth Management's NBB Position: Q2 2022 in Review

Kingsview Wealth Management sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q2 2022, closing a stake of 10,957 shares — an estimated $219K sold.

Kingsview Wealth Management first reported a position in NBB in Q2 2020 and held it in 7 quarters. The position peaked at $485K in Q2 2020. 79 funds tracked by Wall St. Rank hold NBB as of Q2 2022.

Kingsview Wealth Management reported no remaining Nuveen Taxable Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Kingsview Wealth Management sold 10,957 Nuveen Taxable Municipal Income Fund shares in Q2 2022, an estimated $219K.
Kingsview Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2020 and held it in 7 quarters.
Kingsview Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $485K in Q2 2020.
79 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2022.

Based on Kingsview Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.