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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

128 hedge funds and large institutions have $374M invested in BlackRock Taxable Municipal Bond Trust in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
47
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$39.8M
2
RCA
2
Reitz Capital Advisors
Michigan
$2.76M
3
Invesco
3
Invesco
Georgia
$13.2M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.45M
5
LPL Financial
5
LPL Financial
California
$9.35M

Top Sellers

1
SB
1
Simmons Bank
Arkansas
$559K
2
LGA
2
Lebenthal Global Advisors
New York
$18.6M
3
FFA
3
First Foundation Advisors
California
$3.46M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
76
Successful Portfolios
Florida
$316K – – –
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$309K +$6.05K +235 +2%
PG
78
Patten Group
Tennessee
$309K +$15.1K +585 +5%
PWM
79
PRW Wealth Management
Massachusetts
$309K +$309K +11,985 New
WKWM
80
Walter & Keenan Wealth Management
Indiana
$304K – – –
OC
81
Oppenheimer & Co
New York
$294K – – –
BTWM
82
Baker Tilly Wealth Management
Wisconsin
$291K -$254K -9,853 -47%
VWA
83
VERITY Wealth Advisors
United States
$276K – – –
SWM
84
Spire Wealth Management
Virginia
$270K +$18.1K +700 +7%
KPWS
85
Kestra Private Wealth Services
Texas
$258K – – –
PCM
86
Poehling Capital Management
Wisconsin
$258K – – –
Lido Advisors
87
Lido Advisors
California
$255K – – –
NA
88
Nottingham Advisors
New York
$255K – – –
Truist Financial
89
Truist Financial
North Carolina
$245K – – –
OBWG
90
Onyx Bridge Wealth Group
New York
$241K +$241K +9,300 New
Lazard Asset Management
91
Lazard Asset Management
New York
$239K -$229K – –
PWSG
92
Pacific Wealth Strategies Group
California
$219K – – –
HIP
93
HUB Investment Partners
Texas
$211K +$927 +36 +0.4%
CC
94
Constitution Capital
Connecticut
$207K -$28.4K -1,100 -12%
AWM
95
Aevitas Wealth Management
Massachusetts
$205K +$205K +7,969 New
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$196K -$48.3K -1,873 -20%
WAM
97
Wolverine Asset Management
Illinois
$151K +$151K +5,862 New
APA
98
American Portfolios Advisors
New York
$118K +$12.9K +500 +12%
BFC
99
Bedel Financial Consulting
Indiana
$103K – – –
FIA
100
FNY Investment Advisers
New York
$90K -$58K -2,256 -39%
2 3
4
5 6