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

Transform 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
2025
Q1 		$543K Hold
33,690
– – 0.03% 166
2024
Q4 		$505K Buy
+33,690
New +$540K 0.03% 185
2024
Q1 		– Sell
-20,995
Closed -$332K – 240
2023
Q4 		$332K Buy
20,995
+1,400
+7% +$20.8K 0.03% 199
2023
Q3 		$286K Buy
+19,595
New +$298K 0.03% 204

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return

Transform Wealth's NBB Position: Q1 2025 in Review

Transform Wealth held its Nuveen Taxable Municipal Income Fund (NBB) position steady in Q1 2025 at 33,690 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #166.

Transform Wealth first reported a position in NBB in Q3 2023 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold NBB as of Q1 2025.

  • Transform Wealth held 33,690 shares of Nuveen Taxable Municipal Income Fund worth $543K as of Q1 2025.
  • Transform Wealth left its Nuveen Taxable Municipal Income Fund share count unchanged in Q1 2025.
  • Nuveen Taxable Municipal Income Fund made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #166 holding.
  • Transform Wealth first reported a position in Nuveen Taxable Municipal Income Fund in Q3 2023 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2025.

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