Sowell Financial Services’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Sowell Financial Services’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
2021 Q1	–	Sell	-341	Closed	-$9K	–	3107
2020 Q4	$9K	Sell	341 -341	-50%	-$8.89K	﹤0.01%	2049
2020 Q3	$18K	Hold	682	–	–	﹤0.01%	1593
2020 Q2	$17K	Buy	682 +114	+20%	+$2.67K	﹤0.01%	1507
2020 Q1	$12K	Sell	568 -3,354	-86%	-$82.3K	﹤0.01%	1549
2019 Q4	$95K	Sell	3,922 -96	-2%	-$2.3K	0.01%	934
2019 Q3	$99K	Buy	+4,018	New	+$98K	0.01%	833

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Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return