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 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 $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pursuit Wealth Strategies's BBN Position: Q1 2026 in Review

Pursuit Wealth Strategies reduced its BlackRock Taxable Municipal Bond Trust (BBN) stake by 71% in Q1 2026, selling an estimated $477K and leaving 11,748 shares worth $190K. The position accounts for 0.26% of the portfolio, ranked #81.

Pursuit Wealth Strategies first reported a position in BBN in Q4 2025 and has held it in 2 quarters since. The position peaked at $670K in Q4 2025. 122 funds tracked by Wall St. Rank hold BBN as of Q1 2026.

Pursuit Wealth Strategies held 11,748 shares of BlackRock Taxable Municipal Bond Trust worth $190K as of Q1 2026.
Pursuit Wealth Strategies sold 29,296 BlackRock Taxable Municipal Bond Trust shares in Q1 2026, an estimated $477K.
BlackRock Taxable Municipal Bond Trust made up 0.26% of Pursuit Wealth Strategies's portfolio in Q1 2026, its #81 holding.
Pursuit Wealth Strategies first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2025 and has held it in 2 quarters since.
Pursuit Wealth Strategies's BlackRock Taxable Municipal Bond Trust position peaked at $670K in Q4 2025.
122 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q1 2026, filed 15 May 2026.