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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

BBN holding history

BlackRock Taxable Municipal Bond Trust in every 13F filed by AE Wealth Management 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 Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2021
Holdings of BBN by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−27,562−100.0%Sold outHolders
Q4 202227,562$464.1K<0.1%+27,562NewHolders
Q4 20210$00.0%−11,717−100.0%Sold outHolders
Q3 202111,717$302.0K<0.1%−705−5.7%ReducedHolders
Q2 202112,422$320.0K<0.1%+12,422NewHolders