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Stratos Wealth Partners’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Stratos Wealth Partners’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 		$720K Sell
45,607
-338
-0.7% -$5.32K 0.01% 986
2026
Q1 		$720K Sell
45,945
-2,375
-5% -$37.7K 0.01% 925
2025
Q4 		$763K Sell
48,320
-650
-1% -$10.5K 0.01% 869
2025
Q3 		$794K Buy
48,970
+2,768
+6% +$43.9K 0.01% 842
2025
Q2 		$731K Sell
46,202
-4,089
-8% -$63.2K 0.01% 804
2025
Q1 		$806K Sell
50,291
-7,057
-12% -$112K 0.01% 737
2024
Q4 		$859K Sell
57,348
-40,016
-41% -$641K 0.01% 750
2024
Q3 		$1.62M Buy
97,364
+3,428
+4% +$56K 0.02% 521
2024
Q2 		$1.46M Sell
93,936
-176,166
-65% -$2.65M 0.02% 526
2024
Q1 		$4.14M Sell
270,102
-53,628
-17% -$841K 0.07% 274
2023
Q4 		$5.11M Sell
323,730
-21,067
-6% -$312K 0.1% 223
2023
Q3 		$5.01M Buy
344,797
+278,267
+418% +$4.23M 0.11% 199
2023
Q2 		$1.04M Buy
66,530
+2,696
+4% +$42.7K 0.02% 517
2023
Q1 		$1.03M Sell
63,834
-4,799
-7% -$78.2K 0.03% 475
2022
Q4 		$1.1M Sell
68,633
-981
-1% -$15.3K 0.03% 485
2022
Q3 		$1.09M Sell
69,614
-187
-0.3% -$3.3K 0.03% 459
2022
Q2 		$1.24M Buy
69,801
+343
+0.5% +$6.21K 0.03% 446
2022
Q1 		$1.39M Buy
69,458
+4,310
+7% +$89.2K 0.03% 463
2021
Q4 		$1.48M Buy
65,148
+1,490
+2% +$33.8K 0.03% 444
2021
Q3 		$1.46M Buy
63,658
+12,602
+25% +$294K 0.04% 414
2021
Q2 		$1.2M Buy
51,056
+1,068
+2% +$24.3K 0.03% 488
2021
Q1 		$1.13M Buy
49,988
+5,614
+13% +$129K 0.03% 466
2020
Q4 		$1.05M Buy
44,374
+5,109
+13% +$115K 0.03% 432
2020
Q3 		$880K Buy
39,265
+4,262
+12% +$95.4K 0.03% 434
2020
Q2 		$752K Buy
35,003
+2,530
+8% +$51.6K 0.03% 462
2020
Q1 		$622K Buy
32,473
+2,501
+8% +$53.9K 0.03% 456
2019
Q4 		$655K Sell
29,972
-256
-0.8% -$5.56K 0.03% 514
2019
Q3 		$674K Sell
30,228
-1,773
-6% -$38.7K 0.03% 483
2019
Q2 		$680K Buy
32,001
+3,137
+11% +$65.3K 0.03% 476
2019
Q1 		$592K Sell
28,864
-3,676
-11% -$73.3K 0.03% 506
2018
Q4 		$630K Buy
32,540
+3,095
+11% +$59.4K 0.03% 447
2018
Q3 		$589K Buy
29,445
+59
+0.2% +$1.21K 0.03% 482
2018
Q2 		$606K Sell
29,386
-776
-3% -$15.8K 0.03% 509
2018
Q1 		$627K Sell
30,162
-328
-1% -$6.86K 0.03% 474
2017
Q4 		$670K Buy
30,490
+1,387
+5% +$30.1K 0.03% 449
2017
Q3 		$625K Buy
+29,103
New +$624K 0.03% 452

Other funds holding NBB

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
UBS Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stratos Wealth Partners's NBB Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Nuveen Taxable Municipal Income Fund (NBB) stake by 0.74% in Q2 2026, selling an estimated $5.32K and leaving 45,607 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #986.

Stratos Wealth Partners first reported a position in NBB in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.11M in Q4 2023. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2026.

  • Stratos Wealth Partners held 45,607 shares of Nuveen Taxable Municipal Income Fund worth $720K as of Q2 2026.
  • Stratos Wealth Partners sold 338 Nuveen Taxable Municipal Income Fund shares in Q2 2026, an estimated $5.32K.
  • Nuveen Taxable Municipal Income Fund made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #986 holding.
  • Stratos Wealth Partners first reported a position in Nuveen Taxable Municipal Income Fund in Q3 2017 and has held it in 36 quarters since.
  • Stratos Wealth Partners's Nuveen Taxable Municipal Income Fund position peaked at $5.11M in Q4 2023.
  • 76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.