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Prospera Financial Services’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Prospera Financial 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
2022
Q2 		– Sell
-2,500
Closed -$55K – 1694
2022
Q1 		$55K Buy
+2,500
New +$57.6K ﹤0.01% 1329
2020
Q4 		– Sell
-2,000
Closed -$52K – 751
2020
Q3 		$52K Buy
+2,000
New +$51.9K 0.02% 602

Other funds holding BBN

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UBS Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prospera Financial Services's BBN Position: Q2 2022 in Review

Prospera Financial Services sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2022, closing a stake of 2,500 shares — an estimated $55K sold.

Prospera Financial Services first reported a position in BBN in Q3 2020 and held it in 2 quarters. The position peaked at $55K in Q1 2022. 132 funds tracked by Wall St. Rank hold BBN as of Q2 2022.

  • Prospera Financial Services reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 2,500 BlackRock Taxable Municipal Bond Trust shares in Q2 2022, an estimated $55K.
  • Prospera Financial Services first reported a position in BlackRock Taxable Municipal Bond Trust in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's BlackRock Taxable Municipal Bond Trust position peaked at $55K in Q1 2022.
  • 132 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.