Transform Wealth’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Transform Wealth’s Portfolio BBN Stock Details BBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$789K	Buy	47,316 +12,416	+36%	+$205K	0.05%	146
2024 Q4	$563K	Buy	+34,900	New	+$584K	0.03%	171
2024 Q1	–	Sell	-37,200	Closed	-$605K	–	223
2023 Q4	$605K	Hold	37,200	–	–	0.06%	159
2023 Q3	$564K	Buy	+37,200	New	+$593K	0.06%	161

Other funds holding BBN

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Transform Wealth's BBN Position: Q1 2025 in Review

Transform Wealth increased its BlackRock Taxable Municipal Bond Trust (BBN) stake by 36% in Q1 2025, buying an estimated $205K and bringing the position to 47,316 shares worth $789K. The position accounts for 0.05% of the portfolio, ranked #146.

Transform Wealth first reported a position in BBN in Q3 2023 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold BBN as of Q1 2025.

Transform Wealth held 47,316 shares of BlackRock Taxable Municipal Bond Trust worth $789K as of Q1 2025.
Transform Wealth bought 12,416 BlackRock Taxable Municipal Bond Trust shares in Q1 2025, an estimated $205K.
BlackRock Taxable Municipal Bond Trust made up 0.05% of Transform Wealth's portfolio in Q1 2025, its #146 holding.
Transform Wealth first reported a position in BlackRock Taxable Municipal Bond Trust in Q3 2023 and has held it in 4 quarters since.
115 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.