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Marex Group’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Marex Group’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
2025
Q1 		– Sell
-14,821
Closed -$239K – 699
2024
Q4 		$239K Buy
+14,821
New +$248K ﹤0.01% 498

Other funds holding BBN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Marex Group's BBN Position: Q1 2025 in Review

Marex Group sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q1 2025, closing a stake of 14,821 shares — an estimated $239K sold.

Marex Group first reported a position in BBN in Q4 2024 and held it in 1 quarter. The position peaked at $239K in Q4 2024. 115 funds tracked by Wall St. Rank hold BBN as of Q1 2025.

  • Marex Group reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q1 2025 after selling out during the quarter.
  • Marex Group sold 14,821 BlackRock Taxable Municipal Bond Trust shares in Q1 2025, an estimated $239K.
  • Marex Group first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2024 and held it in 1 quarter.
  • Marex Group's BlackRock Taxable Municipal Bond Trust position peaked at $239K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2025.

Based on Marex Group's 13F filing for Q1 2025, filed 2 Apr 2026.