Spire Wealth Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Spire Wealth Management’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 Q1	–	Sell	-453	Closed	-$7K	–	2550
2022 Q4	$7K	Hold	453	–	–	﹤0.01%	1741
2022 Q3	$7K	Sell	453 -634	-58%	-$11.2K	﹤0.01%	1661
2022 Q2	$19K	Hold	1,087	–	–	﹤0.01%	1695
2022 Q1	$22K	Hold	1,087	–	–	﹤0.01%	1774
2021 Q4	$25K	Hold	1,087	–	–	﹤0.01%	2038
2021 Q3	$25K	Hold	1,087	–	–	﹤0.01%	1767
2021 Q2	$25K	Buy	1,087 +453	+71%	+$10.3K	﹤0.01%	1781
2021 Q1	$14K	Buy	+634	New	+$14.5K	﹤0.01%	2301

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

Spire Wealth Management's NBB Position: Q1 2023 in Review

Spire Wealth Management sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2023, closing a stake of 453 shares — an estimated $7K sold.

Spire Wealth Management first reported a position in NBB in Q1 2021 and held it in 8 quarters. The position peaked at $25K in Q4 2021. 78 funds tracked by Wall St. Rank hold NBB as of Q1 2023.

Spire Wealth Management reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 453 Nuveen Taxable Municipal Income Fund shares in Q1 2023, an estimated $7K.
Spire Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $25K in Q4 2021.
78 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.