TLFA
BBN icon

True Link Financial Advisors’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

True Link Financial Advisors’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
2021
Q1 		– Sell
-12,216
Closed -$329K – 691
2020
Q4 		$329K Buy
+12,216
New +$319K 0.05% 150

Other funds holding BBN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

True Link Financial Advisors's BBN Position: Q1 2021 in Review

True Link Financial Advisors sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q1 2021, closing a stake of 12,216 shares — an estimated $329K sold.

True Link Financial Advisors first reported a position in BBN in Q4 2020 and held it in 1 quarter. The position peaked at $329K in Q4 2020. 129 funds tracked by Wall St. Rank hold BBN as of Q1 2021.

  • True Link Financial Advisors reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q1 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 12,216 BlackRock Taxable Municipal Bond Trust shares in Q1 2021, an estimated $329K.
  • True Link Financial Advisors first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2020 and held it in 1 quarter.
  • True Link Financial Advisors's BlackRock Taxable Municipal Bond Trust position peaked at $329K in Q4 2020.
  • 129 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2021.

Based on True Link Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.