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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 %
CJ
51
Caitlin John
Michigan
$463K 28,751 -10,929 -28%
IWA
52
IBEX Wealth Advisors
New Jersey
$438K 27,175 +37 +0.1%
ICMP
53
Integrated Capital Management (Pennsylvania)
Pennsylvania
$406K 25,205 -498 -2%
DADC
54
D.A. Davidson & Co
Montana
$404K 25,064 – –
Calamos Advisors
55
Calamos Advisors
Illinois
$385K 23,890 -2,078 -8%
IWM
56
IHT Wealth Management
Illinois
$373K 23,123 -1,093 -5%
SCM
57
Schnieders Capital Management
California
$355K 22,025 – –
PAG
58
Private Advisor Group
New Jersey
$342K 21,204 -7,224 -25%
IA
59
Intellus Advisors
Florida
$322K 20,000 – –
CMMS
60
Comprehensive Money Management Services
Florida
$320K 19,845 – –
MIC
61
Meridian Investment Counsel
California
$306K 19,000 – –
USCWA
62
U.S. Capital Wealth Advisors
Texas
$300K 18,631 – –
Comerica Bank
63
Comerica Bank
Texas
$291K 18,044 -2,130 -11%
BOPW
64
Brandywine Oak Private Wealth
Pennsylvania
$290K 18,000 – –
Citadel Advisors
65
Citadel Advisors
Florida
$290K 17,971 +17,971 New
LA
66
LexAurum Advisors
Kansas
$285K 17,681 -214 -1%
IWC
67
Integrated Wealth Concepts
Massachusetts
$274K 17,000 -2,000 -11%
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$267K 16,591 -504 -3%
AAS
69
Avantax Advisory Services
Texas
$266K 16,528 -952 -5%
MA
70
Mezzasalma Advisors
New Jersey
$246K 15,289 +185 +1%
MWM
71
Melfa Wealth Management
Massachusetts
$242K 15,040 – –
EWA
72
EP Wealth Advisors
California
$226K 14,021 +14,021 New
WAM
73
Wolverine Asset Management
Illinois
$219K 13,594 +13,594 New
PG
74
Patten Group
Tennessee
$213K 13,223 – –
OC
75
Oppenheimer & Co
New York
$212K 13,163 +13,163 New
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