Maimon Wealth Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Maimon Wealth Management’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	$158K	Hold	10,000	–	–	0.12%	77
2026 Q1	$153K	Hold	10,000	–	–	0.13%	74
2025 Q4	$158K	Buy	+10,000	New	+$162K	0.15%	68

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

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 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

Maimon Wealth Management's NBB Position: Q2 2026 in Review

Maimon Wealth Management held its Nuveen Taxable Municipal Income Fund (NBB) position steady in Q2 2026 at 10,000 shares worth $158K. The position accounts for 0.12% of the portfolio, ranked #77.

Maimon Wealth Management first reported a position in NBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $158K in Q4 2025. 75 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

Maimon Wealth Management held 10,000 shares of Nuveen Taxable Municipal Income Fund worth $158K as of Q2 2026.
Maimon Wealth Management left its Nuveen Taxable Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Taxable Municipal Income Fund made up 0.12% of Maimon Wealth Management's portfolio in Q2 2026, its #77 holding.
Maimon Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
Maimon Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $158K in Q4 2025.
75 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Maimon Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.