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SOA Wealth Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

SOA Wealth Advisors’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
2021
Q2 		– Sell
-201
Closed -$4K – 933
2021
Q1 		$4K Hold
201
– – ﹤0.01% 651
2020
Q4 		$4K Buy
+201
New +$4.53K ﹤0.01% 635

Other funds holding NBB

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

SOA Wealth Advisors's NBB Position: Q2 2021 in Review

SOA Wealth Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q2 2021, closing a stake of 201 shares — an estimated $4K sold.

SOA Wealth Advisors first reported a position in NBB in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2021.

  • SOA Wealth Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 201 Nuveen Taxable Municipal Income Fund shares in Q2 2021, an estimated $4K.
  • SOA Wealth Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2020 and held it in 2 quarters.
  • SOA Wealth Advisors's Nuveen Taxable Municipal Income Fund position peaked at $4K in Q1 2021.
  • 76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2021.

Based on SOA Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.