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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

132 hedge funds and large institutions have $302M invested in BlackRock Taxable Municipal Bond Trust in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
22
Increased
32
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Focused Wealth Management
New York
$9.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.2M
3
UBS Group
3
UBS Group
Switzerland
$32M
4
CFG
4
Cooper Financial Group
California
$3.32M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.92M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$8.32M
2
Ameriprise
2
Ameriprise
Minnesota
$15.1M
3
FWM
3
Fortress Wealth Management
California
$0
4
Wells Fargo
4
Wells Fargo
California
$10.7M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$716K 37,354 +11,892 +47%
KPW
52
Kore Private Wealth
New York
$710K 37,033 – –
IWM
53
IHT Wealth Management
Illinois
$679K 35,463 -2,049 -5%
LA
54
LexAurum Advisors
Kansas
$642K 33,487 -41 -0.1%
USCWA
55
U.S. Capital Wealth Advisors
Texas
$504K 26,325 +5,000 +23%
FFA
56
First Foundation Advisors
California
$486K 25,346 – –
FMTCOCP
57
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$479K 25,000 – –
PMG
58
ProVise Management Group
Florida
$475K 24,788 -5,000 -17%
SIA
59
Sit Investment Associates
Minnesota
$473K 24,673 +24,673 New
CA
60
Cetera Advisors
Colorado
$466K 24,311 -10,454 -30%
TIM
61
Triad Investment Management
California
$432K 22,541 +6 +0%
BCA
62
Bay Colony Advisors
Massachusetts
$407K 20,664 +20,664 New
Allspring Global Investments
63
Allspring Global Investments
North Carolina
$405K 21,180 – –
HNWAG
64
High Net Worth Advisory Group
Florida
$396K 20,659 +7,259 +54%
LCM
65
Landscape Capital Management
New Jersey
$363K 18,935 -4,692 -20%
WKWM
66
Walter & Keenan Wealth Management
Indiana
$351K 18,300 – –
SB
67
Simmons Bank
Arkansas
$318K 16,616 – –
JAG
68
Journey Advisory Group
Kentucky
$318K 15,900 +15,900 New
LWAC
69
Laurel Wealth Advisors (California)
California
$315K 16,435 -2,425 -13%
AWA
70
AmeriServ Wealth Advisors
Pennsylvania
$303K 15,840 -22,201 -58%
SRSA
71
S.R. Schill & Associates
Washington
$287K 14,975 – –
DADC
72
D.A. Davidson & Co
Montana
$286K 14,947 +1,250 +9%
RP
73
Riverbridge Partners
Minnesota
$261K 13,642 +13,642 New
EIA
74
Edgemoor Investment Advisors
Maryland
$255K 13,330 – –
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$248K 12,936 +6 +0%
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