Western Wealth Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Western Wealth Management’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
2022 Q4	–	Sell	-16,410	Closed	-$259K	–	734
2022 Q3	$259K	Hold	16,410	–	–	0.01%	669
2022 Q2	$293K	Hold	16,410	–	–	0.02%	627
2022 Q1	$328K	Buy	+16,410	New	+$340K	0.02%	645

Other funds holding NBB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Western Wealth Management's NBB Position: Q4 2022 in Review

Western Wealth Management sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q4 2022, closing a stake of 16,410 shares — an estimated $259K sold.

Western Wealth Management first reported a position in NBB in Q1 2022 and held it in 3 quarters. The position peaked at $328K in Q1 2022. 79 funds tracked by Wall St. Rank hold NBB as of Q4 2022.

Western Wealth Management reported no remaining Nuveen Taxable Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 16,410 Nuveen Taxable Municipal Income Fund shares in Q4 2022, an estimated $259K.
Western Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q1 2022 and held it in 3 quarters.
Western Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $328K in Q1 2022.
79 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.