Opal Wealth Advisors’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Opal Wealth Advisors’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	–	Sell	-6,230	Closed	-$101K	–	261
2026 Q1	$101K	Buy	+6,230	New	+$102K	0.02%	282
2025 Q3	–	Sell	-6,230	Closed	-$100K	–	230
2025 Q2	$100K	Hold	6,230	–	–	0.03%	270
2025 Q1	$104K	Buy	+6,230	New	+$103K	0.03%	267
2024 Q3	–	Sell	-6,230	Closed	-$102K	–	285
2024 Q2	$102K	Buy	+6,230	New	+$98.8K	0.03%	268

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

Opal Wealth Advisors's BBN Position: Q2 2026 in Review

Opal Wealth Advisors sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2026, closing a stake of 6,230 shares — an estimated $101K sold.

Opal Wealth Advisors first reported a position in BBN in Q2 2024 and held it in 4 quarters. The position peaked at $104K in Q1 2025. 119 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

Opal Wealth Advisors reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 6,230 BlackRock Taxable Municipal Bond Trust shares in Q2 2026, an estimated $101K.
Opal Wealth Advisors first reported a position in BlackRock Taxable Municipal Bond Trust in Q2 2024 and held it in 4 quarters.
Opal Wealth Advisors's BlackRock Taxable Municipal Bond Trust position peaked at $104K in Q1 2025.
119 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.