Steward Partners Investment Advisory’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Steward Partners Investment Advisory’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
2026 Q2	$31.6K	Buy	2,000 +1,300	+186%	+$20.5K	﹤0.01%	3201
2026 Q1	$11K	Hold	700	–	–	﹤0.01%	3515
2025 Q4	$11.1K	Hold	700	–	–	﹤0.01%	3409
2025 Q3	$11.4K	Hold	700	–	–	﹤0.01%	3348
2025 Q2	$11.1K	Hold	700	–	–	﹤0.01%	3164
2025 Q1	$11.2K	Hold	700	–	–	﹤0.01%	3039
2024 Q4	$10.5K	Sell	700 -1	-0.1%	-$16	﹤0.01%	3075
2024 Q3	$11.6K	Hold	701	–	–	﹤0.01%	2889
2024 Q2	$10.9K	Hold	701	–	–	﹤0.01%	2788
2024 Q1	$10.7K	Buy	701 +1	+0.1%	+$16	﹤0.01%	2785
2023 Q4	$11.1K	Hold	700	–	–	﹤0.01%	2665
2023 Q3	$10.2K	Sell	700 -2,033	-74%	-$30.9K	﹤0.01%	2592
2023 Q2	$42.9K	Sell	2,733 -14,416	-84%	-$228K	﹤0.01%	1945
2023 Q1	$276K	Buy	17,149 +8,883	+107%	+$145K	﹤0.01%	1144
2022 Q4	$132K	Sell	8,266 -10	-0.1%	-$156	﹤0.01%	1430
2022 Q3	$130K	Sell	8,276 -4,435	-35%	-$78.3K	﹤0.01%	1386
2022 Q2	$226K	Buy	12,711 +709	+6%	+$12.8K	﹤0.01%	1163
2022 Q1	$240K	Buy	12,002 +2,528	+27%	+$52.3K	﹤0.01%	1223
2021 Q4	$215K	Buy	9,474 +1,946	+26%	+$44.1K	﹤0.01%	1284
2021 Q3	$172K	Buy	7,528 +2,200	+41%	+$51.4K	﹤0.01%	1326
2021 Q2	$125K	Buy	5,328 +633	+13%	+$14.4K	﹤0.01%	1944
2021 Q1	$106K	Hold	4,695	–	–	﹤0.01%	1594
2020 Q4	$112K	Hold	4,695	–	–	﹤0.01%	1316
2020 Q3	$105K	Hold	4,695	–	–	﹤0.01%	1204
2020 Q2	$101K	Buy	4,695 +2,709	+136%	+$55.2K	﹤0.01%	1148
2020 Q1	$38K	Buy	1,986 +586	+42%	+$12.6K	﹤0.01%	1371
2019 Q4	$30K	Hold	1,400	–	–	﹤0.01%	1624
2019 Q3	$31K	Hold	1,400	–	–	﹤0.01%	1562
2019 Q2	$29K	Buy	+1,400	New	+$29.1K	﹤0.01%	1553

Other funds holding NBB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Steward Partners Investment Advisory's NBB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Nuveen Taxable Municipal Income Fund (NBB) stake by 186% in Q2 2026, buying an estimated $20.5K and bringing the position to 2,000 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3201.

Steward Partners Investment Advisory first reported a position in NBB in Q2 2019 and has held it in 29 quarters since. The position peaked at $276K in Q1 2023. 62 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

Steward Partners Investment Advisory held 2,000 shares of Nuveen Taxable Municipal Income Fund worth $31.6K as of Q2 2026.
Steward Partners Investment Advisory bought 1,300 Nuveen Taxable Municipal Income Fund shares in Q2 2026, an estimated $20.5K.
Nuveen Taxable Municipal Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3201 holding.
Steward Partners Investment Advisory first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2019 and has held it in 29 quarters since.
Steward Partners Investment Advisory's Nuveen Taxable Municipal Income Fund position peaked at $276K in Q1 2023.
62 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.