United Capital Financial Advisors’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

United Capital 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
2026 Q2	$934K	Sell	57,751 -3,760	-6%	-$60.3K	0.01%	823
2026 Q1	$995K	Sell	61,511 -374	-0.6%	-$6.09K	0.01%	761
2025 Q4	$1.01M	Buy	+61,885	New	+$1.05M	0.01%	733

Other funds holding BBN

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

EBWM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

United Capital Financial Advisors's BBN Position: Q2 2026 in Review

United Capital Financial Advisors reduced its BlackRock Taxable Municipal Bond Trust (BBN) stake by 6.1% in Q2 2026, selling an estimated $60.3K and leaving 57,751 shares worth $934K. The position accounts for 0.01% of the portfolio, ranked #823.

United Capital Financial Advisors first reported a position in BBN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2025. 119 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

United Capital Financial Advisors held 57,751 shares of BlackRock Taxable Municipal Bond Trust worth $934K as of Q2 2026.
United Capital Financial Advisors sold 3,760 BlackRock Taxable Municipal Bond Trust shares in Q2 2026, an estimated $60.3K.
BlackRock Taxable Municipal Bond Trust made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #823 holding.
United Capital Financial Advisors first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2025 and has held it in 3 quarters since.
United Capital Financial Advisors's BlackRock Taxable Municipal Bond Trust position peaked at $1.01M in Q4 2025.
119 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.