Kovitz Investment Group Partners’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-177,639	Closed	-$2.95M	–	532
2025 Q3	$2.95M	Buy	177,639 +1,831	+1%	+$29.7K	0.01%	560
2025 Q2	$2.83M	Buy	175,808 +53,163	+43%	+$845K	0.01%	553
2025 Q1	$2.05M	Sell	122,645 -2,688	-2%	-$44.4K	0.01%	581
2024 Q4	$2.02M	Sell	125,333 -2,617	-2%	-$43.8K	0.01%	566
2024 Q3	$2.28M	Buy	+127,950	New	+$2.22M	0.02%	474

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

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

FWM

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kovitz Investment Group Partners's BBN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q4 2025, closing a stake of 177,639 shares — an estimated $2.95M sold.

Kovitz Investment Group Partners first reported a position in BBN in Q3 2024 and held it in 5 quarters. The position peaked at $2.95M in Q3 2025. 121 funds tracked by Wall St. Rank hold BBN as of Q4 2025.

Kovitz Investment Group Partners reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 177,639 BlackRock Taxable Municipal Bond Trust shares in Q4 2025, an estimated $2.95M.
Kovitz Investment Group Partners first reported a position in BlackRock Taxable Municipal Bond Trust in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's BlackRock Taxable Municipal Bond Trust position peaked at $2.95M in Q3 2025.
121 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.