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

RVW Wealth’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
2023
Q2 		– Sell
-14,100
Closed -$253K – 151
2023
Q1 		$253K Buy
+14,100
New +$249K 0.03% 126

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GC
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

RVW Wealth's BBN Position: Q2 2023 in Review

RVW Wealth sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2023, closing a stake of 14,100 shares — an estimated $253K sold.

RVW Wealth first reported a position in BBN in Q1 2023 and held it in 1 quarter. The position peaked at $253K in Q1 2023. 125 funds tracked by Wall St. Rank hold BBN as of Q2 2023.

  • RVW Wealth reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q2 2023 after selling out during the quarter.
  • RVW Wealth sold 14,100 BlackRock Taxable Municipal Bond Trust shares in Q2 2023, an estimated $253K.
  • RVW Wealth first reported a position in BlackRock Taxable Municipal Bond Trust in Q1 2023 and held it in 1 quarter.
  • RVW Wealth's BlackRock Taxable Municipal Bond Trust position peaked at $253K in Q1 2023.
  • 125 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2023.

Based on RVW Wealth's 13F filing for Q2 2023, filed 7 Jul 2023.