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

Selective Wealth Management’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
2022
Q4 		– Sell
-983
Closed -$16K – 172
2022
Q3 		$16K Hold
983
– – 0.01% 458
2022
Q2 		$19K Buy
+983
New +$19.3K 0.01% 466

Other funds holding BBN

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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Selective Wealth Management's BBN Position: Q4 2022 in Review

Selective Wealth Management sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q4 2022, closing a stake of 983 shares — an estimated $16K sold.

Selective Wealth Management first reported a position in BBN in Q2 2022 and held it in 2 quarters. The position peaked at $19K in Q2 2022. 124 funds tracked by Wall St. Rank hold BBN as of Q4 2022.

  • Selective Wealth Management reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 983 BlackRock Taxable Municipal Bond Trust shares in Q4 2022, an estimated $16K.
  • Selective Wealth Management first reported a position in BlackRock Taxable Municipal Bond Trust in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's BlackRock Taxable Municipal Bond Trust position peaked at $19K in Q2 2022.
  • 124 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.