Natural Investments’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Natural Investments’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
2026 Q2	$842K	Sell	52,100 -4,048	-7%	-$65K	0.19%	110
2026 Q1	$907K	Buy	56,148 +6,809	+14%	+$111K	0.22%	99
2025 Q4	$805K	Sell	49,339 -3,181	-6%	-$53.7K	0.2%	107
2025 Q3	$871K	Buy	52,520 +6,498	+14%	+$105K	0.22%	94
2025 Q2	$741K	Buy	46,022 +210	+0.5%	+$3.34K	0.19%	107
2025 Q1	$764K	Buy	45,812 +3,042	+7%	+$50.2K	0.22%	103
2024 Q4	$689K	Buy	+42,770	New	+$715K	0.19%	119

Other funds holding BBN

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

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Natural Investments's BBN Position: Q2 2026 in Review

Natural Investments reduced its BlackRock Taxable Municipal Bond Trust (BBN) stake by 7.2% in Q2 2026, selling an estimated $65K and leaving 52,100 shares worth $842K. The position accounts for 0.19% of the portfolio, ranked #110.

Natural Investments first reported a position in BBN in Q4 2024 and has held it in 7 quarters since. The position peaked at $907K in Q1 2026. 119 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

Natural Investments held 52,100 shares of BlackRock Taxable Municipal Bond Trust worth $842K as of Q2 2026.
Natural Investments sold 4,048 BlackRock Taxable Municipal Bond Trust shares in Q2 2026, an estimated $65K.
BlackRock Taxable Municipal Bond Trust made up 0.19% of Natural Investments's portfolio in Q2 2026, its #110 holding.
Natural Investments first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2024 and has held it in 7 quarters since.
Natural Investments's BlackRock Taxable Municipal Bond Trust position peaked at $907K in Q1 2026.
119 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.