WA
NBB icon

Waverly Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Waverly 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
2024
Q4 		– Sell
-13,185
Closed -$219K – 1013
2024
Q3 		$219K Hold
13,185
– – ﹤0.01% 758
2024
Q2 		$204K Hold
13,185
– – ﹤0.01% 766
2024
Q1 		$202K Hold
13,185
– – ﹤0.01% 655
2023
Q4 		$208K Hold
13,185
– – 0.01% 419
2023
Q3 		$192K Hold
13,185
– – 0.01% 386
2023
Q2 		$207K Hold
13,185
– – 0.01% 338
2023
Q1 		$213K Buy
+13,185
New +$215K 0.01% 272

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return