PIAS
BBN icon

PCA Investment Advisory Services’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

PCA Investment Advisory Services’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
2023
Q3 		– Sell
-180
Closed -$2.99K – 130
2023
Q2 		$2.99K Buy
+180
New +$3.1K ﹤0.01% 437

Other funds holding BBN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA Investment Advisory Services's BBN Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q3 2023, closing a stake of 180 shares — an estimated $2.99K sold.

PCA Investment Advisory Services first reported a position in BBN in Q2 2023 and held it in 1 quarter. The position peaked at $2.99K in Q2 2023. 122 funds tracked by Wall St. Rank hold BBN as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 180 BlackRock Taxable Municipal Bond Trust shares in Q3 2023, an estimated $2.99K.
  • PCA Investment Advisory Services first reported a position in BlackRock Taxable Municipal Bond Trust in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's BlackRock Taxable Municipal Bond Trust position peaked at $2.99K in Q2 2023.
  • 122 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.