BlackRock Taxable Municipal Bond Trust
BBN- Exchange
- NYSE
- SEC CIK
- 0001493683
No open-market purchases or sales by BlackRock Taxable Municipal Bond Trust insiders were filed in the last 90 days; 119 institutions reported holding it in 13F filings for Q2 2026, worth $434.1M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in BlackRock Taxable Municipal Bond Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 119
- −2 vs. Q1 2026
- Shares held
- 26.8M
- +618.5K (+2.4%) vs. Q1 2026
- Total value
- $434.1M
- +$10.8M (+2.5%) vs. Q1 2026
- New holders
- 15
- 42 more added
- Sold out
- 17
- 39 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BBN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 119 | $434.1M |
| Q1 2026 | 122 | $424.1M |
| Q4 2025 | 121 | $407.9M |
| Q3 2025 | 117 | $409.3M |
| Q2 2025 | 117 | $383.2M |
| Q1 2025 | 115 | $382.7M |
| Q4 2024 | 122 | $360.1M |
| Q3 2024 | 125 | $358.7M |
| Q2 2024 | 124 | $339.3M |
| Q1 2024 | 115 | $329.3M |
| Q4 2023 | 123 | $318.9M |
| Q3 2023 | 123 | $285.2M |
| Q2 2023 | 126 | $278.0M |
| Q1 2023 | 122 | $295.8M |
| Q4 2022 | 125 | $272.3M |
| Q3 2022 | 118 | $257.1M |
| Q2 2022 | 133 | $301.6M |
| Q1 2022 | 129 | $331.9M |
| Q4 2021 | 145 | $404.0M |
| Q3 2021 | 124 | $380.4M |
| Q2 2021 | 129 | $374.1M |
| Q1 2021 | 130 | $345.1M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding BlackRock Taxable Municipal Bond Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 7,890,277 | $127.6M | 2.41% | +426,455+5.7% | Added |
| Morgan Stanley | 5,273,293 | $85.3M | 0.00% | +54,648+1.0% | Added |
| Eagle Bluffs Wealth Management LLC | 2,383,435 | $38.5M | 12.88% | +181,387+8.2% | Added |
| Rivernorth Capital Management, LLC | 1,622,646 | $26.2M | 1.25% | +1,389,024+594.6% | Added |
| Wells Fargo & Company | 845,624 | $13.7M | 0.00% | +120,282+16.6% | Added |
| UBS Group AG | 810,866 | $13.1M | 0.00% | +7,495+0.9% | Added |
| Raymond James Financial Inc | 759,916 | $12.3M | 0.00% | −254,994−25.1% | Reduced |
| LPL Financial LLC | 750,799 | $12.1M | 0.00% | +54,182+7.8% | Added |
| Bank of America Corp | 727,907 | $11.8M | 0.00% | −400,946−35.5% | Reduced |
| Royal Bank of Canada | 643,781 | $10.4M | 0.00% | −39,077−5.7% | Reduced |
| Invesco Ltd. | 594,774 | $9.62M | 0.00% | −123,424−17.2% | Reduced |
| M&T Bank Corp | 529,462 | $8.56M | 0.03% | +24,466+4.8% | Added |
| Ameriprise Financial Inc | 467,984 | $7.57M | 0.00% | +65,081+16.2% | Added |
| Colony Group, LLC | 178,616 | $2.89M | 0.00% | −198−0.1% | Reduced |
| Intellectus Partners, LLC | 164,884 | $2.67M | 0.46% | +8,647+5.5% | Added |
| Advisor Group Holdings, Inc. | 152,968 | $2.47M | 0.00% | +61,654+67.5% | Added |
| Broyhill Asset Management | 148,461 | $2.40M | 2.13% | −4,069−2.7% | Reduced |
| Benjamin Edwards Inc | 146,684 | $2.37M | 0.02% | +401+0.3% | Added |
| HighTower Advisors, LLC | 134,505 | $2.17M | 0.00% | −8,880−6.2% | Reduced |
| Envestnet Asset Management Inc | 132,763 | $2.15M | 0.00% | +2,892+2.2% | Added |
| Riverbridge Partners LLC | 120,853 | $1.95M | 0.05% | +3,342+2.8% | Added |
| Park Avenue Securities LLC | 114,415 | $1.85M | 0.01% | +2,417+2.2% | Added |
| 1607 Capital Partners, LLC | 101,975 | $1.65M | 0.14% | −61,237−37.5% | Reduced |
| Stifel Financial Corp | 92,265 | $1.49M | 0.00% | +1,134+1.2% | Added |
| Commonwealth Equity Services, LLC | 87,493 | $1.41M | 0.00% | −4,517−4.9% | Reduced |
| Primoris Wealth Advisors, LLC | 77,237 | $1.25M | 0.57% | +30.0% | Added |
| Noble Wealth Management PBC | 75,712 | $1.22M | 0.56% | +1,940+2.6% | Added |
| Petra Financial Advisors Inc | 71,225 | $1.15M | 0.53% | −165−0.2% | Reduced |
| Baird Financial Group, Inc. | 65,980 | $1.07M | 0.00% | −891−1.3% | Reduced |
| Lifetime Wealth Management P.C. | 60,672 | $981.1K | 0.57% | −1,137−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 57,751 | $933.8K | 0.01% | −3,760−6.1% | Reduced |
| Janney Montgomery Scott LLC | 56,939 | $921.0K | 0.00% | +185+0.3% | Added |
| Rareview Capital LLC | 56,424 | $909.0K | 0.51% | −20,412−26.6% | Reduced |
| Natural Investments, LLC | 52,100 | $842.0K | 0.18% | −4,048−7.2% | Reduced |
| Savvy Advisors, Inc. | 51,486 | $832.5K | 0.02% | −650−1.2% | Reduced |
| Guggenheim Capital LLC | 49,002 | $792.4K | 0.01% | +2,548+5.5% | Added |
| GWM Advisors LLC | 48,026 | $776.6K | 0.00% | −258−0.5% | Reduced |
| CI Private Wealth, LLC | 47,761 | $772.3K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 43,945 | $710.6K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 39,750 | $643.0K | 0.02% | −4,422−10.0% | Reduced |
| Orleans Capital Management Corp | 39,265 | $634.9K | 0.33% | 00.0% | Unchanged |
| Addison Capital Co | 35,786 | $578.7K | 0.09% | −50−0.1% | Reduced |
| Oder Investment Management, LLC | 35,566 | $575.1K | 0.39% | +414+1.2% | Added |
| Westview Management dba Westview Investment Advisors | 35,005 | $566.0K | 0.28% | −691−1.9% | Reduced |
| Kestra Private Wealth Services, LLC | 34,976 | $565.6K | 0.01% | −1,262−3.5% | Reduced |
| Access Financial Services, Inc. | 33,785 | $546.3K | 0.18% | −10.0% | Reduced |
| New England Private Wealth Advisors LLC | 33,771 | $546.1K | 0.05% | +611+1.8% | Added |
| Cetera Investment Advisers | 31,744 | $513.3K | 0.00% | −1,376−4.2% | Reduced |
| Walker Asset Management, LLC | 31,621 | $511.3K | 0.26% | −4,800−13.2% | Reduced |
| XTX Topco Ltd | 28,670 | $463.6K | 0.01% | +9,235+47.5% | Added |
| Koshinski Asset Management, Inc. | 28,316 | $457.9K | 0.02% | +3,599+14.6% | Added |
| Coquina Private Wealth LLC | 27,954 | $452.0K | 0.31% | +779+2.9% | Added |
| National Asset Management, Inc. | 26,391 | $428.6K | 0.02% | +2,476+10.4% | Added |
| StoneX Group Inc. | 26,321 | $425.2K | 0.02% | +26,321 | New |
| Integrated Capital Management, Inc. | 26,065 | $421.5K | 0.29% | −2,699−9.4% | Reduced |
| Rockefeller Capital Management L.P. | 24,976 | $403.9K | 0.00% | +19,006+318.4% | Added |
| D.A. Davidson & Co. | 24,060 | $389.1K | 0.00% | −21−0.1% | Reduced |
| Ibex Wealth Advisors | 22,502 | $363.9K | 0.03% | +13+0.1% | Added |
| Oppenheimer & Co Inc | 21,441 | $346.7K | 0.00% | +27+0.1% | Added |
| Basso Capital Management, L.P. | 21,306 | $344.5K | 0.08% | +21,306 | New |
| Wiley Bros.-Aintree Capital, LLC | 21,224 | $343.2K | 0.00% | +6,378+43.0% | Added |
| Comprehensive Money Management Services LLC | 21,095 | $341.1K | 0.21% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,707 | $334.8K | 0.00% | +20,707 | New |
| Schnieders Capital Management, LLC. | 20,150 | $325.8K | 0.04% | −250−1.2% | Reduced |
| Intellus Advisors LLC | 20,000 | $323.4K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 19,868 | $321.3K | 0.01% | +2,163+12.2% | Added |
| IHT Wealth Management, LLC | 18,594 | $300.7K | 0.01% | −497−2.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 18,000 | $291.1K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 17,991 | $290.9K | 0.00% | +18+0.1% | Added |
| Gridiron Partners, LLC | 16,587 | $268.2K | 0.14% | −11,179−40.3% | Reduced |
| Kestra Advisory Services, LLC | 16,544 | $267.5K | 0.00% | −2,665−13.9% | Reduced |
| Commons Capital, LLC | 16,192 | $261.8K | 0.18% | +169+1.1% | Added |
| Melfa Wealth Management, LLC | 15,040 | $243.2K | 0.13% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 14,734 | $238.2K | 0.05% | +201+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,512 | $218.0K | 0.00% | −24−0.2% | Reduced |
| Delta Financial Advisors LLC | 12,980 | $209.9K | 0.05% | −4,000−23.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,882 | $208.0K | 0.05% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 12,138 | $196.3K | 0.00% | −667−5.2% | Reduced |
| Advisory Services Network, LLC | 12,000 | $194.0K | 0.00% | +750+6.7% | Added |
| SRS Capital Advisors, Inc. | 11,900 | $192.4K | 0.00% | +11,900 | New |
| Carl P. Sherr & Co., LLC | 11,810 | $191.0K | 0.08% | +11,810 | New |
| MML Investors Services, LLC | 11,514 | $186.2K | 0.00% | +11,514 | New |
| Susquehanna International Group, LLP | 11,513 | $186.2K | 0.00% | −27,265−70.3% | Reduced |
| Simon Quick Advisors, LLC | 11,432 | $184.9K | 0.01% | +11,432 | New |
| Nwam LLC | 11,283 | $182.4K | 0.01% | +260+2.4% | Added |
| Fifth Third Bancorp | 11,243 | $181.8K | 0.00% | +45+0.4% | Added |
| Arkadios Wealth Advisors | 10,728 | $173.5K | 0.00% | +11+0.1% | Added |
| Palogic Value Management, L.P. | 10,500 | $169.8K | 0.06% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 10,259 | $165.9K | 0.04% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 10,249 | $165.7K | 0.01% | −802,162−98.7% | Reduced |
| WSFS Capital Management, LLC | 10,072 | $162.9K | 0.01% | −1,748−14.8% | Reduced |
| National Bank of Canada | 9,847 | $158.9K | 0.00% | +250+2.6% | Added |
| Harbour Investments, Inc. | 7,786 | $125.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6,309 | $102.0K | 0.06% | +620+10.9% | Added |
| Hollencrest Capital Management | 5,830 | $94.3K | 0.01% | +106+1.9% | Added |
| Global Retirement Partners, LLC | 5,780 | $93.5K | 0.00% | +5,780 | New |
| Atlantic Union Bankshares Corp | 5,700 | $92.2K | 0.00% | −2,075−26.7% | Reduced |
| Clear Street Group Inc. | 4,536 | $73.3K | 0.00% | +4,536 | New |
| Gill Capital Partners, LLC | 3,426 | $55.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,322 | $53.7K | 0.00% | −32,812−90.8% | Reduced |