Wealth Enhancement Advisory Services’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Wealth Enhancement Advisory Services’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	–	Sell	-10,344	Closed	-$166K	–	4143
2026 Q1	$166K	Sell	10,344 -4,963	-32%	-$80.9K	﹤0.01%	3199
2025 Q4	$250K	Buy	15,307 +2,381	+18%	+$40.2K	﹤0.01%	3083
2025 Q3	$215K	Buy	12,926 +33	+0.3%	+$536	﹤0.01%	3078
2025 Q2	$207K	Sell	12,893 -269	-2%	-$4.28K	﹤0.01%	2967
2025 Q1	$220K	Sell	13,162 -3,470	-21%	-$57.3K	﹤0.01%	2616
2024 Q4	$268K	Sell	16,632 -105	-0.6%	-$1.76K	﹤0.01%	2467
2024 Q3	$298K	Buy	16,737 +3,102	+23%	+$53.7K	﹤0.01%	2186
2024 Q2	$223K	Sell	13,635 -4,658	-25%	-$73.8K	﹤0.01%	2207
2024 Q1	$299K	Sell	18,293 -9,607	-34%	-$159K	﹤0.01%	1923
2023 Q4	$454K	Sell	27,900 -7,123	-20%	-$110K	﹤0.01%	1565
2023 Q3	$531K	Buy	+35,023	New	+$558K	﹤0.01%	1396

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

Wealth Enhancement Advisory Services's BBN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2026, closing a stake of 10,344 shares — an estimated $166K sold.

Wealth Enhancement Advisory Services first reported a position in BBN in Q3 2023 and held it in 11 quarters. The position peaked at $531K in Q3 2023. 119 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

Wealth Enhancement Advisory Services reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q2 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 10,344 BlackRock Taxable Municipal Bond Trust shares in Q2 2026, an estimated $166K.
Wealth Enhancement Advisory Services first reported a position in BlackRock Taxable Municipal Bond Trust in Q3 2023 and held it in 11 quarters.
Wealth Enhancement Advisory Services's BlackRock Taxable Municipal Bond Trust position peaked at $531K in Q3 2023.
119 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.