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Sunbelt Securities’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Sunbelt Securities’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
2024
Q1 		– Sell
-1,290
Closed -$20.4K – 1776
2023
Q4 		$20.4K Buy
1,290
+61
+5% +$904 ﹤0.01% 1023
2023
Q3 		$17.9K Buy
1,229
+16
+1% +$243 ﹤0.01% 1041
2023
Q2 		$19K Buy
1,213
+16
+1% +$253 ﹤0.01% 1037
2023
Q1 		$19.1K Buy
+1,197
New +$19.5K ﹤0.01% 972

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sunbelt Securities's NBB Position: Q1 2024 in Review

Sunbelt Securities sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2024, closing a stake of 1,290 shares — an estimated $20.4K sold.

Sunbelt Securities first reported a position in NBB in Q1 2023 and held it in 4 quarters. The position peaked at $20.4K in Q4 2023. 83 funds tracked by Wall St. Rank hold NBB as of Q1 2024.

  • Sunbelt Securities reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Sunbelt Securities sold 1,290 Nuveen Taxable Municipal Income Fund shares in Q1 2024, an estimated $20.4K.
  • Sunbelt Securities first reported a position in Nuveen Taxable Municipal Income Fund in Q1 2023 and held it in 4 quarters.
  • Sunbelt Securities's Nuveen Taxable Municipal Income Fund position peaked at $20.4K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2024.

Based on Sunbelt Securities's 13F filing for Q1 2024, filed 15 Apr 2024.