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

RVW Wealth’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
2023
Q2 		– Sell
-15,700
Closed -$253K – 157
2023
Q1 		$253K Buy
+15,700
New +$256K 0.03% 125

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RJFSA
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Wells Fargo
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RVW Wealth's NBB Position: Q2 2023 in Review

RVW Wealth sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q2 2023, closing a stake of 15,700 shares — an estimated $253K sold.

RVW Wealth first reported a position in NBB in Q1 2023 and held it in 1 quarter. The position peaked at $253K in Q1 2023. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2023.

  • RVW Wealth reported no remaining Nuveen Taxable Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • RVW Wealth sold 15,700 Nuveen Taxable Municipal Income Fund shares in Q2 2023, an estimated $253K.
  • RVW Wealth first reported a position in Nuveen Taxable Municipal Income Fund in Q1 2023 and held it in 1 quarter.
  • RVW Wealth's Nuveen Taxable Municipal Income Fund position peaked at $253K in Q1 2023.
  • 76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2023.

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