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Principal Securities’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,120
Closed -$18.2K – 2724
2025
Q3 		$18.2K Hold
1,120
– – ﹤0.01% 2444
2025
Q2 		$17.7K Hold
1,120
– – ﹤0.01% 2383
2025
Q1 		$16.8K Hold
1,120
– – ﹤0.01% 2308
2024
Q4 		$16.8K Hold
1,120
– – ﹤0.01% 2305
2024
Q3 		$18.6K Hold
1,120
– – ﹤0.01% 2152
2024
Q2 		$17.4K Hold
1,120
– – ﹤0.01% 2128
2024
Q1 		$17.2K Hold
1,120
– – ﹤0.01% 2085
2023
Q4 		$17.7K Buy
+1,120
New +$16.6K ﹤0.01% 1988

Other funds holding NBB

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Principal Securities's NBB Position: Q4 2025 in Review

Principal Securities sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q4 2025, closing a stake of 1,120 shares — an estimated $18.2K sold.

Principal Securities first reported a position in NBB in Q4 2023 and held it in 8 quarters. The position peaked at $18.6K in Q3 2024. 71 funds tracked by Wall St. Rank hold NBB as of Q4 2025.

  • Principal Securities reported no remaining Nuveen Taxable Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,120 Nuveen Taxable Municipal Income Fund shares in Q4 2025, an estimated $18.2K.
  • Principal Securities first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Nuveen Taxable Municipal Income Fund position peaked at $18.6K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.