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

MBE 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
2020
Q2 		– Sell
-640
Closed -$13K – 89
2020
Q1 		$13K Buy
+640
New +$15.7K 0.01% 261

Other funds holding BBN

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GC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

MBE Wealth Management's BBN Position: Q2 2020 in Review

MBE Wealth Management sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2020, closing a stake of 640 shares — an estimated $13K sold.

MBE Wealth Management first reported a position in BBN in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 110 funds tracked by Wall St. Rank hold BBN as of Q2 2020.

  • MBE Wealth Management reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 640 BlackRock Taxable Municipal Bond Trust shares in Q2 2020, an estimated $13K.
  • MBE Wealth Management first reported a position in BlackRock Taxable Municipal Bond Trust in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's BlackRock Taxable Municipal Bond Trust position peaked at $13K in Q1 2020.
  • 110 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.