LifePro Asset Management’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

LifePro Asset Management’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	$182K	Buy	+10,200	New	+$177K	0.11%	145

Other funds holding BBN

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

LifePro Asset Management's BBN Position: Q3 2024 in Review

LifePro Asset Management opened a new position in BlackRock Taxable Municipal Bond Trust (BBN) in Q3 2024: 10,200 shares worth $182K. The stake represents 0.11% of the portfolio and ranks #145 among its holdings.

124 funds tracked by Wall St. Rank hold BBN as of Q3 2024.

LifePro Asset Management held 10,200 shares of BlackRock Taxable Municipal Bond Trust worth $182K as of Q3 2024.
BlackRock Taxable Municipal Bond Trust was a new LifePro Asset Management position in Q3 2024.
BlackRock Taxable Municipal Bond Trust made up 0.11% of LifePro Asset Management's portfolio in Q3 2024, its #145 holding.
124 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.