Sigma Planning Corp’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Sigma Planning Corp’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	-16,100	Closed	-$260K	–	1307
2023 Q1	$260K	Sell	16,100 -3,000	-16%	-$48.9K	0.01%	1059
2022 Q4	$305K	Buy	19,100 +4,800	+34%	+$74.7K	0.01%	961
2022 Q3	$224K	Buy	14,300 +2,000	+16%	+$35.3K	0.01%	1074
2022 Q2	$219K	Buy	+12,300	New	+$223K	0.01%	1129
2017 Q1	–	Sell	-10,076	Closed	-$208K	–	799
2016 Q4	$208K	Sell	10,076 -7,717	-43%	-$161K	0.02%	632
2016 Q3	$404K	Buy	17,793 +669	+4%	+$15.2K	0.05%	408
2016 Q2	$391K	Buy	+17,124	New	+$379K	0.05%	392

Other funds holding NBB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sigma Planning Corp's NBB Position: Q2 2023 in Review

Sigma Planning Corp sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q2 2023, closing a stake of 16,100 shares — an estimated $260K sold.

Sigma Planning Corp first reported a position in NBB in Q2 2016 and held it in 7 quarters. The position peaked at $404K in Q3 2016. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2023.

Sigma Planning Corp reported no remaining Nuveen Taxable Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Sigma Planning Corp sold 16,100 Nuveen Taxable Municipal Income Fund shares in Q2 2023, an estimated $260K.
Sigma Planning Corp first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2016 and held it in 7 quarters.
Sigma Planning Corp's Nuveen Taxable Municipal Income Fund position peaked at $404K in Q3 2016.
76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.