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 Q2	–	Sell	-7,429	Closed	-$116K	–	450
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

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

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

LSIA

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Opal Wealth Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q2 2026, closing a stake of 7,429 shares — an estimated $116K sold.

Opal Wealth Advisors first reported a position in NBB in Q4 2022 and held it in 9 quarters. The position peaked at $210K in Q1 2023. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

Opal Wealth Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 7,429 Nuveen Taxable Municipal Income Fund shares in Q2 2026, an estimated $116K.
Opal Wealth Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2022 and held it in 9 quarters.
Opal Wealth Advisors's Nuveen Taxable Municipal Income Fund position peaked at $210K in Q1 2023.
76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

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