BBN icon

BlackRock Taxable Municipal Bond Trust

125 hedge funds and large institutions have $278M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
43
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FCA
101
FinTrust Capital Advisors
South Carolina
$42.1K 2,500
NSIM
102
North Star Investment Management
Illinois
$35.1K 2,113
MRCM
103
M&R Capital Management
New Jersey
$33.1K 1,998
CSPIA
104
Cary Street Partners Investment Advisory
Virginia
$32.4K 1,950
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$30K 1,805
HI
106
Harbour Investments
Wisconsin
$29K 1,750 -300 -15%
US Bancorp
107
US Bancorp
Minnesota
$28K 1,690
HIA
108
Harbor Investment Advisory
Maryland
$19.9K 1,200
WT
109
Whittier Trust
California
$16.7K 1,006
BLC
110
Brown, Lisle/Cummings
Rhode Island
$16.6K 1,000
IA
111
IFP Advisors
Florida
$16.6K 1,000
BWM
112
BerganKDV Wealth Management
Minnesota
$15.9K 960 +960 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$11.4K 690 -180 -21%
GJIA
114
Glass Jacobson Investment Advisors
Maryland
$10.2K 615 +615 New
BWL
115
Bogart Wealth LLC
Virginia
$9.89K 596 +10 +2%
CFD
116
Creative Financial Designs
Indiana
$9.46K 570 +10 +2%
WWP
117
WR Wealth Planners
Missouri
$7.61K 458 +8 +2%
SCA
118
Stonebridge Capital Advisors
Minnesota
$6.77K 408
AF
119
Allworth Financial
California
$5.92K 357 +57 +19%
DSC
120
Duncker Streett & Co
Missouri
$5.52K 333
VWM
121
Venturi Wealth Management
Texas
$5.01K 302 +302 New
PIAS
122
PCA Investment Advisory Services
Ohio
$2.99K 180 +180 New
BTI
123
Blue Trust Inc
Georgia
$2K 125 +125 New
BWS
124
Buck Wealth Strategies
Colorado
$1.74K 105 +105 New
SIS
125
Sound Income Strategies
Florida
$498 30