Kovitz Investment Group Partners
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.83M Buy
175,808
+53,163
+43% +$856K 0.01% 552
2025
Q1 		$2.05M Sell
122,645
-2,688
-2% -$44.8K 0.01% 580
2024
Q4 		$2.02M Sell
125,333
-2,617
-2% -$42.2K 0.01% 565
2024
Q3 		$2.28M Buy
+127,950
New +$2.28M 0.02% 472