KWM
NBB icon

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 – 688
2020
Q2 		$485K Buy
+22,601
New +$461K 0.05% 331

Other funds holding NBB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return