TIM
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Triad Investment Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Triad Investment Management’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
2022
Q3 		– Sell
-16,725
Closed -$298K – 59
2022
Q2 		$298K Buy
16,725
+2
+0% +$36 0.44% 45
2022
Q1 		$334K Buy
16,723
+64
+0.4% +$1.32K 0.32% 47
2021
Q4 		$378K Buy
+16,659
New +$378K 0.34% 45

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GC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Triad Investment Management's NBB Position: Q3 2022 in Review

Triad Investment Management sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q3 2022, closing a stake of 16,725 shares — an estimated $298K sold.

Triad Investment Management first reported a position in NBB in Q4 2021 and held it in 3 quarters. The position peaked at $378K in Q4 2021. 69 funds tracked by Wall St. Rank hold NBB as of Q3 2022.

  • Triad Investment Management reported no remaining Nuveen Taxable Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • Triad Investment Management sold 16,725 Nuveen Taxable Municipal Income Fund shares in Q3 2022, an estimated $298K.
  • Triad Investment Management first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2021 and held it in 3 quarters.
  • Triad Investment Management's Nuveen Taxable Municipal Income Fund position peaked at $378K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q3 2022.

Based on Triad Investment Management's 13F filing for Q3 2022, filed 18 Oct 2022.