Savvy Advisors Inc’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Savvy Advisors Inc’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	$833K	Sell	51,486 -650	-1%	-$10.4K	0.02%	587
2026 Q1	$843K	Sell	52,136 -2,000	-4%	-$32.6K	0.02%	482
2025 Q4	$883K	Sell	54,136 -2,186	-4%	-$36.9K	0.03%	392
2025 Q3	$935K	Sell	56,322 -5,361	-9%	-$87K	0.04%	280
2025 Q2	$994K	Sell	61,683 -707	-1%	-$11.2K	0.07%	220
2025 Q1	$1.04M	Buy	62,390 +6,927	+12%	+$114K	0.1%	161
2024 Q4	$894K	Buy	+55,463	New	+$927K	0.11%	157

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

Savvy Advisors Inc's BBN Position: Q2 2026 in Review

Savvy Advisors Inc reduced its BlackRock Taxable Municipal Bond Trust (BBN) stake by 1.2% in Q2 2026, selling an estimated $10.4K and leaving 51,486 shares worth $833K. The position accounts for 0.02% of the portfolio, ranked #587.

Savvy Advisors Inc first reported a position in BBN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q1 2025. 119 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

Savvy Advisors Inc held 51,486 shares of BlackRock Taxable Municipal Bond Trust worth $833K as of Q2 2026.
Savvy Advisors Inc sold 650 BlackRock Taxable Municipal Bond Trust shares in Q2 2026, an estimated $10.4K.
BlackRock Taxable Municipal Bond Trust made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #587 holding.
Savvy Advisors Inc first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2024 and has held it in 7 quarters since.
Savvy Advisors Inc's BlackRock Taxable Municipal Bond Trust position peaked at $1.04M in Q1 2025.
119 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.