Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
BBN holding history
BlackRock Taxable Municipal Bond Trust in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BBN overviewAll 13F holders of BBNFull Q1 2025 holdings
- Shares (Q1 2025)
- 47,316
- Value
- $789.2K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 47,316 | $789.2K | <0.1% | +12,416+35.6% | Added | Holders |
| Q4 2024 | 34,900 | $562.6K | <0.1% | +34,900 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −37,200−100.0% | Sold out | Holders |
| Q4 2023 | 37,200 | $604.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 37,200 | $564.0K | 0.1% | +37,200 | New | Holders |