LWANC
BBN icon

Laurel Wealth Advisors (North Carolina)’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2024
Q3 		– Sell
-1
Closed -$7 – 705
2024
Q2 		$7 Buy
+1
New +$16 ﹤0.01% 649

Other funds holding BBN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BBN Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q3 2024, closing a stake of 1 share — an estimated $7 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BBN in Q2 2024 and held it in 1 quarter. The position peaked at $7 in Q2 2024. 124 funds tracked by Wall St. Rank hold BBN as of Q3 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q3 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1 BlackRock Taxable Municipal Bond Trust share in Q3 2024, an estimated $7.
  • Laurel Wealth Advisors (North Carolina) first reported a position in BlackRock Taxable Municipal Bond Trust in Q2 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s BlackRock Taxable Municipal Bond Trust position peaked at $7 in Q2 2024.
  • 124 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.