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Opal Wealth Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Opal Wealth Advisors’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
2026
Q1 		$116K Buy
+7,429
New +$118K 0.03% 263
2025
Q3 		– Sell
-7,429
Closed -$118K – 421
2025
Q2 		$118K Hold
7,429
– – 0.03% 256
2025
Q1 		$119K Buy
+7,429
New +$117K 0.04% 249
2024
Q3 		– Sell
-6,848
Closed -$106K – 833
2024
Q2 		$106K Sell
6,848
-5,796
-46% -$87K 0.03% 261
2024
Q1 		$194K Buy
+12,644
New +$198K 0.07% 171
2023
Q4 		– Sell
-13,043
Closed -$190K – 173
2023
Q3 		$190K Hold
13,043
– – 0.11% 140
2023
Q2 		$205K Hold
13,043
– – 0.1% 140
2023
Q1 		$210K Hold
13,043
– – 0.12% 107
2022
Q4 		$208K Buy
+13,043
New +$203K 0.11% 115

Other funds holding NBB

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return