Sterling Investment Advisors (Pennsylvania)’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q1	–	Sell	-1,092	Closed	-$25K	–	609
2021 Q4	$25K	Hold	1,092	–	–	0.01%	342
2021 Q3	$25K	Hold	1,092	–	–	0.01%	334
2021 Q2	$26K	Hold	1,092	–	–	0.01%	326
2021 Q1	$25K	Hold	1,092	–	–	0.01%	311
2020 Q4	$26K	Hold	1,092	–	–	0.01%	286
2020 Q3	$24K	Hold	1,092	–	–	0.01%	270
2020 Q2	$23K	Hold	1,092	–	–	0.01%	281
2020 Q1	$20K	Buy	+1,092	New	+$23.5K	0.01%	261

Other funds holding NBB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s NBB Position: Q1 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2022, closing a stake of 1,092 shares — an estimated $25K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in NBB in Q1 2020 and held it in 8 quarters. The position peaked at $26K in Q2 2021. 69 funds tracked by Wall St. Rank hold NBB as of Q1 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 1,092 Nuveen Taxable Municipal Income Fund shares in Q1 2022, an estimated $25K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Nuveen Taxable Municipal Income Fund in Q1 2020 and held it in 8 quarters.
Sterling Investment Advisors (Pennsylvania)'s Nuveen Taxable Municipal Income Fund position peaked at $26K in Q2 2021.
69 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2022, filed 3 May 2022.