Pursuit Wealth Strategies’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Pursuit Wealth Strategies’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	–	Sell	-11,748	Closed	-$190K	–	115
2026 Q1	$190K	Sell	11,748 -29,296	-71%	-$477K	0.26%	81
2025 Q4	$670K	Buy	+41,044	New	+$693K	0.94%	33

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

Pursuit Wealth Strategies's BBN Position: Q2 2026 in Review

Pursuit Wealth Strategies sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2026, closing a stake of 11,748 shares — an estimated $190K sold.

Pursuit Wealth Strategies first reported a position in BBN in Q4 2025 and held it in 2 quarters. The position peaked at $670K in Q4 2025. 119 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

Pursuit Wealth Strategies reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q2 2026 after selling out during the quarter.
Pursuit Wealth Strategies sold 11,748 BlackRock Taxable Municipal Bond Trust shares in Q2 2026, an estimated $190K.
Pursuit Wealth Strategies first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2025 and held it in 2 quarters.
Pursuit Wealth Strategies's BlackRock Taxable Municipal Bond Trust position peaked at $670K in Q4 2025.
119 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.