SW
NBB icon

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

SVB Wealth’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
Q3 		– Sell
-15,452
Closed -$242K – 911
2023
Q2 		$242K Sell
15,452
-2,852
-16% -$45.1K ﹤0.01% 753
2023
Q1 		$295K Sell
18,304
-933
-5% -$15.2K ﹤0.01% 728
2022
Q4 		$307K Buy
19,237
+4,797
+33% +$74.6K ﹤0.01% 740
2022
Q3 		$227K Buy
14,440
+1,627
+13% +$28.7K ﹤0.01% 805
2022
Q2 		$228K Buy
+12,813
New +$232K ﹤0.01% 644

Other funds holding NBB

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return