Provenance Wealth Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Provenance Wealth Advisors’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 Q1	–	Sell	-506	Closed	-$7.58K	–	573
2024 Q4	$7.58K	Hold	506	–	–	﹤0.01%	338
2024 Q3	$8.4K	Buy	+506	New	+$8.26K	﹤0.01%	349

Other funds holding NBB

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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Provenance Wealth Advisors's NBB Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2025, closing a stake of 506 shares — an estimated $7.58K sold.

Provenance Wealth Advisors first reported a position in NBB in Q3 2024 and held it in 2 quarters. The position peaked at $8.4K in Q3 2024. 81 funds tracked by Wall St. Rank hold NBB as of Q1 2025.

Provenance Wealth Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
Provenance Wealth Advisors sold 506 Nuveen Taxable Municipal Income Fund shares in Q1 2025, an estimated $7.58K.
Provenance Wealth Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q3 2024 and held it in 2 quarters.
Provenance Wealth Advisors's Nuveen Taxable Municipal Income Fund position peaked at $8.4K in Q3 2024.
81 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.