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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

117 hedge funds and large institutions have $381M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
29
Reduced
43
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$13.1M
2
RAM
Readystate Asset Management
Illinois
+$1.97M
3
Morgan Stanley
Morgan Stanley
New York
+$1.73M
4
1CP
1607 Capital Partners
Virginia
+$1.45M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$856K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$2.51M
2
LPL Financial
LPL Financial
California
-$2.46M
3
Ameriprise
Ameriprise
Minnesota
-$1.6M
4
AF
Apexium Financial
Texas
-$852K
5
WS
Wedbush Securities
California
-$532K
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
101
North Star Investment Management
Illinois
$34K – – –
FC
102
Fairscale Capital
New Hampshire
$30.7K – – –
NS
103
NBC Securities
Alabama
$18K +$321 +21 +2%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$16.1K – – –
IA
105
IFP Advisors
Florida
$16.1K – – –
FGA
106
Fortis Group Advisors
New Jersey
$16.1K – – –
FHA
107
First Horizon Advisors
Tennessee
$12.1K – – –
GBT
108
Grove Bank & Trust
Florida
$12.1K – – –
KTC
109
Kentucky Trust Company
Kentucky
$11.9K – – –
CWP
110
Concord Wealth Partners
Virginia
$10.1K – – –
US Bancorp
111
US Bancorp
Minnesota
$7.68K +$7.68K +477 New
DSC
112
Duncker Streett & Co
Missouri
$5.37K – – –
CA
113
CoreCap Advisors
Michigan
$4.83K – – –
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$3.22K -$3.35K -208 -51%
ZBNA
115
Zions Bancorporation, National Association
Utah
$129 – – –
CFD
116
Creative Financial Designs
Indiana
$22 – – –
Russell Investments Group
117
Russell Investments Group
United Kingdom
$10 +$10 +1 New
RCM
118
Robinson Capital Management
Michigan
– -$345K -20,692 Closed
AWS
119
Atria Wealth Solutions
New York
– -$331K -19,866 Closed
AUB
120
Atlantic Union Bankshares
Virginia
– -$213K -12,785 Closed
GLA
121
Good Life Advisors
Pennsylvania
– -$194K -11,633 Closed
GJIA
122
Glass Jacobson Investment Advisors
Maryland
– -$9.91K -615 Closed
MIA
123
MeadowBrook Investment Advisors
Michigan
– -$9.14K -548 Closed
OIA
124
Optimum Investment Advisors
Illinois
– -$3.95K -237 Closed
SIS
125
Sound Income Strategies
Florida
– -$500 -30 Closed
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