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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

115 hedge funds and large institutions have $381M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
29
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$96.3M
2
RAM
2
Readystate Asset Management
Illinois
$1.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$80.4M
4
1CP
4
1607 Capital Partners
Virginia
$3.9M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$2.83M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.17M
2
LPL Financial
2
LPL Financial
California
$9.59M
3
Ameriprise
3
Ameriprise
Minnesota
$6.41M
4
AF
4
Apexium Financial
Texas
$1.22M
5
WS
5
Wedbush Securities
California
$613K
Name Market Value Shares Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$1.39M 86,457 +6,617 +8%
Stifel Financial
27
Stifel Financial
Missouri
$1.27M 78,811 -1,820 -2%
PWA
28
Primoris Wealth Advisors
Florida
$1.26M 78,233 -19,500 -20%
AF
29
Apexium Financial
Texas
$1.22M 75,443 -52,867 -41%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.17M 72,397 -155,578 -68%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.11M 68,644 +4,005 +6%
SAI
32
Savvy Advisors Inc
New York
$994K 61,683 -707 -1%
FNBSF
33
First National Bank Sioux Falls
South Dakota
$942K 58,446 – –
OCM
34
Orleans Capital Management
Louisiana
$894K 55,495 +575 +1%
AC
35
Addison Capital
Pennsylvania
$861K 53,475 +2,611 +5%
KPWS
36
Kestra Private Wealth Services
Texas
$830K 51,539 +1,809 +4%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$830K 51,511 +584 +1%
RP
38
Riverbridge Partners
Minnesota
$809K 50,194 +1,252 +3%
Corient Private Wealth
39
Corient Private Wealth
Florida
$786K 48,761 +48,761 New
NI
40
Natural Investments
California
$741K 46,022 +210 +0.5%
WAM
41
Walker Asset Management
Missouri
$711K 44,121 -2,516 -5%
GC
42
Guggenheim Capital
Illinois
$668K 41,480 -135 -0.3%
AFS
43
Access Financial Services
Minnesota
$633K 39,313 -2,456 -6%
WS
44
Wedbush Securities
California
$613K 38,050 -33,009 -46%
NA
45
NewEdge Advisors
Louisiana
$609K 37,780 +3,421 +10%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$606K 37,641 – –
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$585K 36,302 -4,910 -12%
OIM
48
Oder Investment Management
California
$554K 34,402 -14,152 -29%
GP
49
Gridiron Partners
Pennsylvania
$492K 30,531 – –
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$468K 29,074 -3 -0%
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