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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.26M	Sell	78,233 -19,500	-20%	-$314K	0.86%	35
2025 Q1	$1.63M	Sell	97,733 -4,017	-4%	-$67K	1.26%	28
2024 Q4	$1.64M	Buy	101,750 +3,000	+3%	+$48.4K	1.25%	26
2024 Q3	$1.69M	Buy	+98,750	New	+$1.69M	1.23%	27