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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

117 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, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
1.57%
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
43
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$13.1M
2
RAM
Readystate Asset Management
Illinois
+$1.97M
3
Morgan Stanley
Morgan Stanley
New York
+$1.73M
4
1CP
1607 Capital Partners
Virginia
+$1.45M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$856K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$2.51M
2
LPL Financial
LPL Financial
California
-$2.46M
3
Ameriprise
Ameriprise
Minnesota
-$1.6M
4
AF
Apexium Financial
Texas
-$852K
5
WS
Wedbush Securities
California
-$532K
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$1.39M +$107K +6,617 +8%
Stifel Financial
27
Stifel Financial
Missouri
$1.27M -$29.3K -1,820 -2%
PWA
28
Primoris Wealth Advisors
Florida
$1.26M -$314K -19,500 -20%
AF
29
Apexium Financial
Texas
$1.22M -$852K -52,867 -41%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.17M -$2.51M -155,578 -68%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.11M +$64.5K +4,005 +6%
SAI
32
Savvy Advisors Inc
New York
$994K -$11.4K -707 -1%
FNBSF
33
First National Bank Sioux Falls
South Dakota
$942K – – –
OCM
34
Orleans Capital Management
Louisiana
$894K +$9.26K +575 +1%
AC
35
Addison Capital
Pennsylvania
$861K +$42.1K +2,611 +5%
KPWS
36
Kestra Private Wealth Services
Texas
$830K +$29.1K +1,809 +4%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$830K +$9.41K +584 +1%
RP
38
Riverbridge Partners
Minnesota
$809K +$20.2K +1,252 +3%
Corient Private Wealth
39
Corient Private Wealth
Florida
$786K +$786K +48,761 New
NI
40
Natural Investments
California
$741K +$3.38K +210 +0.5%
WAM
41
Walker Asset Management
Missouri
$711K -$40.5K -2,516 -5%
GC
42
Guggenheim Capital
Illinois
$668K -$2.18K -135 -0.3%
AFS
43
Access Financial Services
Minnesota
$633K -$39.6K -2,456 -6%
WS
44
Wedbush Securities
California
$613K -$532K -33,009 -46%
NA
45
NewEdge Advisors
Louisiana
$609K +$55.1K +3,421 +10%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$606K – – –
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$585K -$79.1K -4,910 -12%
OIM
48
Oder Investment Management
California
$554K -$228K -14,152 -29%
GP
49
Gridiron Partners
Pennsylvania
$492K – – –
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$468K -$48 -3 -0%
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