LaSalle St. Investment Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

LaSalle St. Investment Advisors’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
2026 Q2	$9.85M	Buy	624,081 +19,918	+3%	+$313K	1.2%	14
2026 Q1	$9.46M	Buy	604,163 +7,580	+1%	+$120K	1.33%	13
2025 Q4	$9.43M	Sell	596,583 -5,993	-1%	-$97.1K	1.52%	13
2025 Q3	$9.77M	Buy	+602,576	New	+$9.56M	1.75%	11
2025 Q2	–	Sell	-347,415	Closed	-$5.57M	–	341
2025 Q1	$5.57M	Buy	+347,415	New	+$5.49M	1.31%	15

Other funds holding NBB

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EBWM

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

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

LaSalle St. Investment Advisors's NBB Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Nuveen Taxable Municipal Income Fund (NBB) stake by 3.3% in Q2 2026, buying an estimated $313K and bringing the position to 624,081 shares worth $9.85M. The position accounts for 1.2% of the portfolio, ranked #14.

LaSalle St. Investment Advisors first reported a position in NBB in Q1 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

LaSalle St. Investment Advisors held 624,081 shares of Nuveen Taxable Municipal Income Fund worth $9.85M as of Q2 2026.
LaSalle St. Investment Advisors bought 19,918 Nuveen Taxable Municipal Income Fund shares in Q2 2026, an estimated $313K.
Nuveen Taxable Municipal Income Fund made up 1.2% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #14 holding.
LaSalle St. Investment Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q1 2025 and has held it in 5 quarters since.
76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.