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LM Advisors’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

LM Advisors’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
Q1 		– Sell
-2,000
Closed -$32.5K – 259
2023
Q4 		$32.5K Buy
+2,000
New +$31K 0.01% 377

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LM Advisors's BBN Position: Q1 2024 in Review

LM Advisors sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q1 2024, closing a stake of 2,000 shares — an estimated $32.5K sold.

LM Advisors first reported a position in BBN in Q4 2023 and held it in 1 quarter. The position peaked at $32.5K in Q4 2023. 115 funds tracked by Wall St. Rank hold BBN as of Q1 2024.

  • LM Advisors reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 2,000 BlackRock Taxable Municipal Bond Trust shares in Q1 2024, an estimated $32.5K.
  • LM Advisors first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2023 and held it in 1 quarter.
  • LM Advisors's BlackRock Taxable Municipal Bond Trust position peaked at $32.5K in Q4 2023.
  • 115 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.