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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

95 hedge funds and large institutions have $166M invested in BlackRock Taxable Municipal Bond Trust in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
13
Increased
29
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
Oxbow Advisors
Texas
+$9.74M
2
CA
Cornerstone Advisory
Maryland
+$3.37M
3
Stifel Financial
Stifel Financial
Missouri
+$1.74M
4
DA
Doliver Advisors
Texas
+$1.56M
5
LPL Financial
LPL Financial
California
+$706K

Top Sellers

1
AWA
AmeriServ Wealth Advisors
Pennsylvania
-$8.82M
2
Goldman Sachs
Goldman Sachs
New York
-$7.77M
3
Ameriprise
Ameriprise
Minnesota
-$3.07M
4
Wells Fargo
Wells Fargo
California
-$1.29M
5
PAA
Peregrine Asset Advisers
Oregon
-$814K
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
76
Centaurus Financial
California
$69K +$69K +3,132 New
SPIA
77
Steward Partners Investment Advisory
New York
$55K – – –
DSC
78
Duncker Streett & Co
Missouri
$27K – – –
QCIG
79
Quad-Cities Investment Group
Iowa
$27K +$27K +1,225 New
MIM
80
Macroview Investment Management
Maryland
$25K +$25K +1,146 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$22K – – –
US Bancorp
82
US Bancorp
Minnesota
$22K – – –
WT
83
Whittier Trust
California
$22K – – –
APA
84
American Portfolios Advisors
New York
$12.6K – – –
RCAG
85
Rehmann Capital Advisory Group
Michigan
$11.1K – – –
WTB
86
Washington Trust Bank
Washington
$11K – – –
SEI Investments
87
SEI Investments
Pennsylvania
$10K -$44.4K -2,000 -82%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$10K – – –
PO
89
Private Ocean
California
$10K – – –
CAC
90
Certified Advisory Corp
Florida
$8K +$160 +7 +2%
CFA
91
Carroll Financial Associates
North Carolina
$6K – – –
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$4K +$63 +3 +2%
HR
93
Howe & Rusling
New York
$3K -$3K – –
BWM
94
Baystate Wealth Management
Massachusetts
$2K +$19 +1 +1%
WAMC
95
Western Asset Management Company
California
$1K – – –
FRA
96
Front Row Advisors
California
$893 -$31 -1,425 -3%
PMG
97
ProVise Management Group
Florida
$324 – – –
Goldman Sachs
98
Goldman Sachs
New York
– -$7.77M -344,865 Closed
PAA
99
Peregrine Asset Advisers
Oregon
– -$814K -36,140 Closed
PAG
100
Private Advisor Group
New Jersey
– -$582K -25,864 Closed
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4
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