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

Modern 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
2024
Q1 		– Sell
-16,048
Closed -$253K – 304
2023
Q4 		$253K Buy
+16,048
New +$238K 0.03% 163

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UBS Group
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M&T Bank
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Modern Wealth Management's NBB Position: Q1 2024 in Review

Modern Wealth Management sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2024, closing a stake of 16,048 shares — an estimated $253K sold.

Modern Wealth Management first reported a position in NBB in Q4 2023 and held it in 1 quarter. The position peaked at $253K in Q4 2023. 83 funds tracked by Wall St. Rank hold NBB as of Q1 2024.

  • Modern Wealth Management reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Modern Wealth Management sold 16,048 Nuveen Taxable Municipal Income Fund shares in Q1 2024, an estimated $253K.
  • Modern Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2023 and held it in 1 quarter.
  • Modern Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $253K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2024.

Based on Modern Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.