Lifetime Wealth Management’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Lifetime Wealth 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
2026 Q2	$981K	Sell	60,672 -1,137	-2%	-$18.2K	0.57%	48
2026 Q1	$999K	Buy	61,809 +353	+0.6%	+$5.75K	0.57%	46
2025 Q4	$1M	Buy	+61,456	New	+$1.04M	0.63%	51

Other funds holding BBN

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

EBWM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lifetime Wealth Management's BBN Position: Q2 2026 in Review

Lifetime Wealth Management reduced its BlackRock Taxable Municipal Bond Trust (BBN) stake by 1.8% in Q2 2026, selling an estimated $18.2K and leaving 60,672 shares worth $981K. The position accounts for 0.57% of the portfolio, ranked #48.

Lifetime Wealth Management first reported a position in BBN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1M in Q4 2025. 119 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

Lifetime Wealth Management held 60,672 shares of BlackRock Taxable Municipal Bond Trust worth $981K as of Q2 2026.
Lifetime Wealth Management sold 1,137 BlackRock Taxable Municipal Bond Trust shares in Q2 2026, an estimated $18.2K.
BlackRock Taxable Municipal Bond Trust made up 0.57% of Lifetime Wealth Management's portfolio in Q2 2026, its #48 holding.
Lifetime Wealth Management first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2025 and has held it in 3 quarters since.
Lifetime Wealth Management's BlackRock Taxable Municipal Bond Trust position peaked at $1M in Q4 2025.
119 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.