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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$789K	Buy	47,316 +12,416	+36%	+$207K	0.05%	146
2024 Q4	$563K	Buy	+34,900	New	+$563K	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	+$564K	0.06%	161