U.S. Capital Wealth Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

U.S. Capital Wealth Advisors’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
2026 Q1	$244K	Hold	15,594	–	–	0.01%	886
2025 Q4	$246K	Hold	15,594	–	–	0.01%	863
2025 Q3	$253K	Sell	15,594 -500	-3%	-$7.93K	0.01%	818
2025 Q2	$255K	Hold	16,094	–	–	0.01%	769
2025 Q1	$258K	Hold	16,094	–	–	0.01%	745
2024 Q4	$241K	Hold	16,094	–	–	0.01%	731
2024 Q3	$267K	Sell	16,094 -7,250	-31%	-$118K	0.01%	610
2024 Q2	$362K	Hold	23,344	–	–	0.01%	526
2024 Q1	$358K	Sell	23,344 -6,350	-21%	-$99.6K	0.01%	528
2023 Q4	$469K	Hold	29,694	–	–	0.02%	463
2023 Q3	$431K	Hold	29,694	–	–	0.02%	458
2023 Q2	$466K	Hold	29,694	–	–	0.02%	455
2023 Q1	$479K	Sell	29,694 -35,600	-55%	-$580K	0.02%	438
2022 Q4	$1.04M	Buy	65,294 +14,345	+28%	+$223K	0.05%	322
2022 Q3	$799K	Hold	50,949	–	–	0.04%	364
2022 Q2	$907K	Sell	50,949 -500	-1%	-$9.05K	0.04%	366
2022 Q1	$1.03M	Buy	51,449 +1,200	+2%	+$24.8K	0.04%	388
2021 Q4	$1.14M	Hold	50,249	–	–	0.05%	379
2021 Q3	$1.15M	Buy	+50,249	New	+$1.17M	0.05%	360

Other funds holding NBB

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

U.S. Capital Wealth Advisors's NBB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its Nuveen Taxable Municipal Income Fund (NBB) position steady in Q1 2026 at 15,594 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #886.

U.S. Capital Wealth Advisors first reported a position in NBB in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q3 2021. 78 funds tracked by Wall St. Rank hold NBB as of Q1 2026.

U.S. Capital Wealth Advisors held 15,594 shares of Nuveen Taxable Municipal Income Fund worth $244K as of Q1 2026.
U.S. Capital Wealth Advisors left its Nuveen Taxable Municipal Income Fund share count unchanged in Q1 2026.
Nuveen Taxable Municipal Income Fund made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #886 holding.
U.S. Capital Wealth Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Nuveen Taxable Municipal Income Fund position peaked at $1.15M in Q3 2021.
78 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.