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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

128 hedge funds and large institutions have $332M invested in BlackRock Taxable Municipal Bond Trust in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 29 closing their positions.

Holders
128
Holders Change
-16
Holders Change %
-11.11%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
34
Reduced
44
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$37.9M
2
Ameriprise
2
Ameriprise
Minnesota
$22M
3
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$12.5M
4
FWM
4
Fortress Wealth Management
California
$3.63M
5
Wells Fargo
5
Wells Fargo
California
$14.1M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$1.52M
2
PCM
2
Penserra Capital Management
California
$0
3
JG
3
Jefferies Group
New York
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$7.71M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
51
AmeriServ Wealth Advisors
Pennsylvania
$838K 38,041 -24,037 -39%
IWM
52
IHT Wealth Management
Illinois
$826K 37,512 – –
KPW
53
Kore Private Wealth
New York
$815K 37,033 – –
BI
54
Bramshill Investments
Florida
$792K 35,947 +35,947 New
CA
55
Cetera Advisors
Colorado
$766K 34,765 +4,036 +13%
LA
56
LexAurum Advisors
Kansas
$738K 33,528 -88 -0.3%
PMG
57
ProVise Management Group
Florida
$656K 29,788 -500 -2%
NA
58
NewEdge Advisors
Louisiana
$561K 25,462 -2,265 -8%
FFA
59
First Foundation Advisors
California
$558K 25,346 – –
FMTCOCP
60
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$551K 25,000 – –
LCM
61
Landscape Capital Management
New Jersey
$520K 23,627 +23,627 New
GWSG
62
GPS Wealth Strategies Group
Colorado
$514K 23,321 +5,306 +29%
TIM
63
Triad Investment Management
California
$496K 22,535 -239 -1%
USCWA
64
U.S. Capital Wealth Advisors
Texas
$470K 21,325 -5,500 -21%
Allspring Global Investments
65
Allspring Global Investments
North Carolina
$466K 21,180 – –
BRC
66
Bell Rock Capital
Delaware
$418K 20,767 +99 +0.5%
LWAC
67
Laurel Wealth Advisors (California)
California
$415K 18,860 -3,831 -17%
WKWM
68
Walter & Keenan Wealth Management
Indiana
$403K 18,300 +6,500 +55%
AWS
69
Atria Wealth Solutions
New York
$397K 18,038 +18,038 New
RCM
70
Rivernorth Capital Management
Florida
$371K 16,855 +16,855 New
SPIA
71
Steward Partners Investment Advisory
New York
$368K 16,707 +13,587 +435%
SB
72
Simmons Bank
Arkansas
$366K 16,616 – –
EM
73
ELCO Management
New York
$363K 16,500 – –
SRSA
74
S.R. Schill & Associates
Washington
$330K 14,975 +453 +3%
DADC
75
D.A. Davidson & Co
Montana
$302K 13,697 +1,000 +8%
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