Primoris Wealth Advisors, LLC
- SEC CIK
- 0001909619
- Latest filing
- Jul 29, 2026
BBN holding history
BlackRock Taxable Municipal Bond Trust in every 13F filed by Primoris Wealth Advisors, 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 (Q2 2026)
- 77,237
- Value
- $1.25M
- % of portfolio
- 0.6%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 77,237 | $1.25M | 0.6% | +30.0% | Added | Holders |
| Q1 2026 | 77,234 | $1.25M | 0.9% | −2,999−3.7% | Reduced | Holders |
| Q4 2025 | 80,233 | $1.31M | 0.8% | +4,000+5.2% | Added | Holders |
| Q3 2025 | 76,233 | $1.27M | 0.8% | −2,000−2.6% | Reduced | Holders |
| Q2 2025 | 78,233 | $1.26M | 0.9% | −19,500−20.0% | Reduced | Holders |
| Q1 2025 | 97,733 | $1.63M | 1.3% | −4,017−3.9% | Reduced | Holders |
| Q4 2024 | 101,750 | $1.64M | 1.2% | +3,000+3.0% | Added | Holders |
| Q3 2024 | 98,750 | $1.69M | 1.2% | +98,750 | New | Holders |