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

Northwestern Mutual 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
2025
Q3 		– Sell
-200
Closed -$3.22K – 3817
2025
Q2 		$3.22K Sell
200
-208
-51% -$3.31K ﹤0.01% 3133
2025
Q1 		$6.8K Buy
+408
New +$6.74K ﹤0.01% 2869
2024
Q1 		– Sell
-10,559
Closed -$172K – 3579
2023
Q4 		$172K Buy
10,559
+95
+0.9% +$1.47K ﹤0.01% 1562
2023
Q3 		$159K Buy
10,464
+91
+0.9% +$1.45K ﹤0.01% 1536
2023
Q2 		$172K Buy
10,373
+23
+0.2% +$396 ﹤0.01% 1520
2023
Q1 		$185K Buy
10,350
+2,957
+40% +$52.2K ﹤0.01% 1468
2022
Q4 		$124K Sell
7,393
-1,049
-12% -$18.1K ﹤0.01% 1581
2022
Q3 		$139K Buy
8,442
+781
+10% +$14.6K ﹤0.01% 1528
2022
Q2 		$147K Sell
7,661
-2,440
-24% -$47.9K ﹤0.01% 1495
2022
Q1 		$223K Buy
10,101
+842
+9% +$19.4K ﹤0.01% 1377
2021
Q4 		$242K Buy
9,259
+208
+2% +$5.37K ﹤0.01% 1353
2021
Q3 		$233K Buy
9,051
+1,450
+19% +$38.1K ﹤0.01% 1297
2021
Q2 		$196K Sell
7,601
-1,873
-20% -$46.9K ﹤0.01% 1320
2021
Q1 		$232K Buy
9,474
+3,539
+60% +$90.1K ﹤0.01% 1189
2020
Q4 		$160K Sell
5,935
-9,244
-61% -$241K ﹤0.01% 1230
2020
Q3 		$393K Buy
15,179
+1,312
+9% +$34K ﹤0.01% 817
2020
Q2 		$346K Sell
13,867
-33,763
-71% -$791K ﹤0.01% 796
2020
Q1 		$1.04M Buy
47,630
+8,153
+21% +$200K ﹤0.01% 473
2019
Q4 		$961K Buy
39,477
+31,772
+412% +$761K ﹤0.01% 532
2019
Q3 		$190K Sell
7,705
-2,084
-21% -$50.9K ﹤0.01% 911
2019
Q2 		$232K Buy
9,789
+3,488
+55% +$80.5K ﹤0.01% 840
2019
Q1 		$141K Buy
6,301
+539
+9% +$11.8K ﹤0.01% 962
2018
Q4 		$121K Sell
5,762
-183
-3% -$3.73K ﹤0.01% 937
2018
Q3 		$126K Buy
5,945
+29
+0.5% +$633 ﹤0.01% 959
2018
Q2 		$131K Sell
5,916
-1,732
-23% -$38K ﹤0.01% 903
2018
Q1 		$172K Buy
7,648
+2,416
+46% +$53.8K ﹤0.01% 780
2017
Q4 		$121K Sell
5,232
-271
-5% -$6.29K ﹤0.01% 871
2017
Q3 		$129K Buy
5,503
+28
+0.5% +$656 ﹤0.01% 821
2017
Q2 		$125K Sell
5,475
-397
-7% -$9.04K ﹤0.01% 814
2017
Q1 		$131K Buy
5,872
+627
+12% +$13.9K ﹤0.01% 751
2016
Q4 		$113K Buy
+5,245
New +$116K ﹤0.01% 789
2016
Q3 		– Sell
-2,845
Closed -$70K – 299
2016
Q2 		$70K Hold
2,845
– – ﹤0.01% 825
2016
Q1 		$65K Hold
2,845
– – ﹤0.01% 829
2015
Q4 		$60K Hold
2,845
– – ﹤0.01% 742
2015
Q3 		$57K Sell
2,845
-400
-12% -$8.03K ﹤0.01% 686
2015
Q2 		$64K Sell
3,245
-4
-0.1% -$86 ﹤0.01% 632
2015
Q1 		$74K Buy
3,249
+404
+14% +$9.13K ﹤0.01% 581
2014
Q4 		$63K Hold
2,845
– – ﹤0.01% 609
2014
Q3 		$60K Hold
2,845
– – ﹤0.01% 581
2014
Q2 		$62K Sell
2,845
-500
-15% -$10.4K ﹤0.01% 567
2014
Q1 		$68K Buy
3,345
+585
+21% +$11.5K ﹤0.01% 557
2013
Q4 		$53K Buy
+2,760
New +$51.8K ﹤0.01% 589

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's BBN Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q3 2025, closing a stake of 200 shares — an estimated $3.22K sold.

Northwestern Mutual Wealth Management first reported a position in BBN in Q4 2013 and held it in 42 quarters. The position peaked at $1.04M in Q1 2020. 117 funds tracked by Wall St. Rank hold BBN as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 200 BlackRock Taxable Municipal Bond Trust shares in Q3 2025, an estimated $3.22K.
  • Northwestern Mutual Wealth Management first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2013 and held it in 42 quarters.
  • Northwestern Mutual Wealth Management's BlackRock Taxable Municipal Bond Trust position peaked at $1.04M in Q1 2020.
  • 117 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.