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

Primoris 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	$1.25M	Buy	77,237 +3	+0%	+$48	0.57%	46
2026 Q1	$1.25M	Sell	77,234 -2,999	-4%	-$48.9K	0.88%	34
2025 Q4	$1.31M	Buy	80,233 +4,000	+5%	+$67.5K	0.78%	39
2025 Q3	$1.27M	Sell	76,233 -2,000	-3%	-$32.5K	0.8%	36
2025 Q2	$1.26M	Sell	78,233 -19,500	-20%	-$310K	0.86%	35
2025 Q1	$1.63M	Sell	97,733 -4,017	-4%	-$66.3K	1.26%	28
2024 Q4	$1.64M	Buy	101,750 +3,000	+3%	+$50.2K	1.25%	26
2024 Q3	$1.69M	Buy	+98,750	New	+$1.71M	1.23%	27

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

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

Primoris Wealth Advisors increased its BlackRock Taxable Municipal Bond Trust (BBN) stake by 0% in Q2 2026, buying an estimated $48 and bringing the position to 77,237 shares worth $1.25M. The position accounts for 0.57% of the portfolio, ranked #46.

Primoris Wealth Advisors first reported a position in BBN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.69M in Q3 2024. 119 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

Primoris Wealth Advisors held 77,237 shares of BlackRock Taxable Municipal Bond Trust worth $1.25M as of Q2 2026.
Primoris Wealth Advisors bought 3 BlackRock Taxable Municipal Bond Trust shares in Q2 2026, an estimated $48.
BlackRock Taxable Municipal Bond Trust made up 0.57% of Primoris Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Primoris Wealth Advisors first reported a position in BlackRock Taxable Municipal Bond Trust in Q3 2024 and has held it in 8 quarters since.
Primoris Wealth Advisors's BlackRock Taxable Municipal Bond Trust position peaked at $1.69M in Q3 2024.
119 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.