SAG
BBN icon

SageView Advisory Group’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

SageView Advisory Group’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 		– Sell
-3,200
Closed -$52.2K – 757
2025
Q4 		$52.2K Buy
+3,200
New +$54K ﹤0.01% 1057

Other funds holding BBN

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageView Advisory Group's BBN Position: Q1 2026 in Review

SageView Advisory Group sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q1 2026, closing a stake of 3,200 shares — an estimated $52.2K sold.

SageView Advisory Group first reported a position in BBN in Q4 2025 and held it in 1 quarter. The position peaked at $52.2K in Q4 2025. 122 funds tracked by Wall St. Rank hold BBN as of Q1 2026.

  • SageView Advisory Group reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,200 BlackRock Taxable Municipal Bond Trust shares in Q1 2026, an estimated $52.2K.
  • SageView Advisory Group first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's BlackRock Taxable Municipal Bond Trust position peaked at $52.2K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.