Oarsman Capital’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Oarsman Capital’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
2025 Q1	–	Sell	-321	Closed	-$4.81K	–	619
2024 Q4	$4.81K	Hold	321	–	–	﹤0.01%	770
2024 Q3	$5.33K	Buy	+321	New	+$5.24K	﹤0.01%	777

Other funds holding NBB

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

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

EBWM

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Oarsman Capital's NBB Position: Q1 2025 in Review

Oarsman Capital sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2025, closing a stake of 321 shares — an estimated $4.81K sold.

Oarsman Capital first reported a position in NBB in Q3 2024 and held it in 2 quarters. The position peaked at $5.33K in Q3 2024. 81 funds tracked by Wall St. Rank hold NBB as of Q1 2025.

Oarsman Capital reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 321 Nuveen Taxable Municipal Income Fund shares in Q1 2025, an estimated $4.81K.
Oarsman Capital first reported a position in Nuveen Taxable Municipal Income Fund in Q3 2024 and held it in 2 quarters.
Oarsman Capital's Nuveen Taxable Municipal Income Fund position peaked at $5.33K in Q3 2024.
81 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.