Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-33,690
Closed -$550K – 1011
2025
Q3 		$550K Hold
33,690
– – ﹤0.01% 1001
2025
Q2 		$536K Buy
+33,690
New +$521K ﹤0.01% 947

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

Kovitz Investment Group Partners sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q4 2025, closing a stake of 33,690 shares — an estimated $550K sold.

Kovitz Investment Group Partners first reported a position in NBB in Q2 2025 and held it in 2 quarters. The position peaked at $550K in Q3 2025. 71 funds tracked by Wall St. Rank hold NBB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Nuveen Taxable Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 33,690 Nuveen Taxable Municipal Income Fund shares in Q4 2025, an estimated $550K.
  • Kovitz Investment Group Partners first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Nuveen Taxable Municipal Income Fund position peaked at $550K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q4 2025.

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