Simon Quick Advisors’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Simon Quick Advisors’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	$185K	Buy	+11,432	New	+$183K	0.01%	411
2017 Q4	–	Sell	-1,424	Closed	-$33K	–	452
2017 Q3	$33K	Hold	1,424	–	–	0.01%	315
2017 Q2	$33K	Sell	1,424 -531	-27%	-$12.1K	0.02%	147
2017 Q1	$44K	Buy	+1,955	New	+$43.2K	0.03%	165

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

Simon Quick Advisors's BBN Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2026: 11,432 shares worth $185K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings. This is a return to the name: Simon Quick Advisors previously reported a position in BBN as recently as Q3 2017.

Simon Quick Advisors first reported a position in BBN in Q1 2017 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

Simon Quick Advisors held 11,432 shares of BlackRock Taxable Municipal Bond Trust worth $185K as of Q2 2026.
BlackRock Taxable Municipal Bond Trust was a new Simon Quick Advisors position in Q2 2026.
BlackRock Taxable Municipal Bond Trust made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #411 holding.
Simon Quick Advisors first reported a position in BlackRock Taxable Municipal Bond Trust in Q1 2017 and has held it in 4 quarters since.
119 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.