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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

122 hedge funds and large institutions have $285M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
43
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$32.6M
2
M&T Bank
2
M&T Bank
New York
$12.6M
3
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$18.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$52.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.48M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$14.6M
2
BAAM
2
Baker Avenue Asset Management
California
$43.4K
3
Wells Fargo
3
Wells Fargo
California
$10.2M
4
HH
4
Hilltop Holdings
Texas
$2.07M
5
BI
5
Bramshill Investments
Florida
$150K
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
101
North Star Investment Management
Illinois
$32K – – –
MRCM
102
M&R Capital Management
New Jersey
$30.3K – – –
CSPIA
103
Cary Street Partners Investment Advisory
Virginia
$29.6K – – –
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
US Bancorp
105
US Bancorp
Minnesota
$25.6K – – –
HIA
106
Harbor Investment Advisory
Maryland
$18.2K – – –
IA
107
IFP Advisors
Florida
$15.2K – – –
FGA
108
Fortis Group Advisors
New Jersey
$15.2K +$15.2K +1,000 New
NS
109
NBC Securities
Alabama
$15K +$15K +1,045 New
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$10.5K – – –
GJIA
111
Glass Jacobson Investment Advisors
Maryland
$9.32K – – –
TIM
112
Tortoise Investment Management
New York
$9.25K +$9.25K +610 New
BWL
113
Bogart Wealth LLC
Virginia
$9.24K +$197 +13 +2%
CFD
114
Creative Financial Designs
Indiana
$8.8K +$152 +10 +2%
WWP
115
WR Wealth Planners
Missouri
$7.03K +$91 +6 +1%
SCA
116
Stonebridge Capital Advisors
Minnesota
$6.19K – – –
AF
117
Allworth Financial
California
$5.41K – – –
VWM
118
Venturi Wealth Management
Texas
$5.33K +$758 +50 +17%
DSC
119
Duncker Streett & Co
Missouri
$5.05K – – –
BTI
120
Blue Trust Inc
Georgia
$2K – – –
BWS
121
Buck Wealth Strategies
Colorado
$1.61K +$15 +1 +1%
SIS
122
Sound Income Strategies
Florida
$455 – – –
Fidelity Investments
123
Fidelity Investments
Massachusetts
$15 +$15 +1 New
SCA
124
Snowden Capital Advisors
New York
– -$1.65M -99,457 Closed
MMA
125
Miracle Mile Advisors
California
– -$830K -50,048 Closed
2 3 4
5
6