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 2021
Institutional positions in BlackRock Taxable Municipal Bond Trust as of Jun 30, 2021. 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
- 129
- −1 vs. Q1 2021
- Shares held
- 14.5M
- +355.8K (+2.5%) vs. Q1 2021
- Total value
- $374.1M
- +$29.0M (+8.4%) vs. Q1 2021
- New holders
- 14
- 46 more added
- Sold out
- 15
- 29 more reduced
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding BlackRock Taxable Municipal Bond Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 72 | $2.00K | 0.00% | −85−54.1% | Reduced |
| Stonebridge Capital Advisors LLC | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 28,134 | $8.00K | 0.00% | −150,679−84.3% | Reduced |
| Allworth Financial LP | 300 | $8.00K | 0.00% | +300 | New |
| Savior LLC | 439 | $11.0K | 0.01% | +5+1.2% | Added |
| Bogart Wealth, LLC | 521 | $13.0K | 0.00% | +521 | New |
| Plante Moran Financial Advisors, LLC | 528 | $14.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 665 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 680 | $18.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 868 | $22.0K | 0.00% | +5+0.6% | Added |
| US Bancorp | 980 | $25.0K | 0.00% | +80+8.9% | Added |
| Fifth Third Bancorp | 1,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,006 | $26.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 990 | $26.0K | 0.01% | +990 | New |
| Lindbrook Capital, LLC | 1,000 | $26.0K | 0.01% | +1,000 | New |
| Harbor Investment Advisory, LLC | 1,200 | $31.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,200 | $31.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,300 | $34.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,318 | $34.0K | 0.00% | +1,318 | New |
| Sonora Investment Management, LLC | 1,500 | $39.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,789 | $46.0K | 0.01% | −3,204−64.2% | Reduced |
| Arkadios Wealth Advisors | 1,943 | $50.0K | 0.01% | +1,563+411.3% | Added |
| Benjamin Edwards Inc | 2,110 | $54.0K | 0.04% | −205−8.9% | Reduced |
| North Star Investment Management Corp. | 2,113 | $54.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,317 | $60.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2,960 | $76.0K | 0.09% | +2,960 | New |
| Steward Partners Investment Advisory, LLC | 3,120 | $80.0K | 0.00% | −1,242−28.5% | Reduced |
| FNY Investment Advisers, LLC | 3,500 | $90.0K | 0.04% | −2,256−39.2% | Reduced |
| Bedel Financial Consulting, Inc. | 4,000 | $103.0K | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,565 | $117.7K | 0.00% | +500+12.3% | Added |
| Wolverine Asset Management LLC | 5,862 | $151.0K | 0.00% | +5,862 | New |
| Northwestern Mutual Wealth Management Co | 7,601 | $196.0K | 0.00% | −1,873−19.8% | Reduced |
| Aevitas Wealth Management, Inc. | 7,969 | $205.0K | 0.13% | +7,969 | New |
| Constitution Capital LLC | 8,014 | $207.0K | 0.13% | −1,100−12.1% | Reduced |
| TCG Advisory Services, LLC | 8,190 | $211.0K | 0.06% | +36+0.4% | Added |
| Pacific Wealth Strategies Group, Inc. | 8,500 | $219.0K | 0.08% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $239.0K | 0.00% | – | – |
| Onyx Bridge Wealth Group LLC | 9,300 | $241.0K | 0.10% | +9,300 | New |
| Truist Financial Corp | 9,502 | $245.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,889 | $255.0K | 0.01% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 9,875 | $255.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,000 | $258.0K | 0.02% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 10,000 | $258.0K | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 10,465 | $270.0K | 0.01% | +700+7.2% | Added |
| VERITY Wealth Advisors | 10,697 | $276.0K | 0.25% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 11,288 | $291.0K | 0.05% | −9,853−46.6% | Reduced |
| Oppenheimer & Co Inc | 11,398 | $294.0K | 0.01% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 11,800 | $304.0K | 0.10% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,998 | $309.0K | 0.00% | +235+2.0% | Added |
| Patten Group, Inc. | 11,985 | $309.0K | 0.09% | +585+5.1% | Added |
| PRW Wealth Management LLC | 11,985 | $309.0K | 0.09% | +11,985 | New |
| Successful Portfolios LLC | 12,250 | $316.0K | 0.19% | 00.0% | Unchanged |
| AE Wealth Management LLC | 12,422 | $320.0K | 0.00% | +12,422 | New |
| TBH Global Asset Management, LLC | 12,800 | $330.0K | 0.08% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 12,810 | $330.0K | 0.00% | +12,810 | New |
| Secure Asset Management, LLC | 12,996 | $335.0K | 0.17% | −1,000−7.1% | Reduced |
| JPMorgan Chase & Co | 13,306 | $343.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 13,300 | $343.0K | 0.16% | +20+0.2% | Added |
| Edgemoor Investment Advisors, Inc. | 13,930 | $359.0K | 0.03% | 00.0% | Unchanged |
| S. R. Schill & Associates | 14,003 | $361.0K | 0.14% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 14,155 | $365.0K | 0.10% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 15,600 | $402.0K | 0.30% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 18,015 | $464.0K | 0.12% | 00.0% | Unchanged |
| Usca Ria LLC | 19,525 | $503.0K | 0.03% | +2,400+14.0% | Added |
| Mid Atlantic Financial Management Inc | 21,428 | $552.0K | 0.04% | +6,063+39.5% | Added |
| Simmons Bank | 21,676 | $559.0K | 0.04% | −99,913−82.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 22,691 | $585.0K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 25,000 | $645.0K | 0.45% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,056 | $646.0K | 0.01% | +4,285+20.6% | Added |
| Stifel Financial Corp | 26,219 | $675.0K | 0.00% | −737−2.7% | Reduced |
| ProVise Management Group, LLC | 27,279 | $703.0K | 0.07% | +653+2.5% | Added |
| Centaurus Financial, Inc. | 27,842 | $718.0K | 0.06% | +2,884+11.6% | Added |
| Cetera Advisors LLC | 28,035 | $723.0K | 0.02% | −61−0.2% | Reduced |
| Samalin Investment Counsel, LLC | 31,494 | $812.0K | 0.53% | +3,080+10.8% | Added |
| LexAurum Advisors, LLC | 31,873 | $822.0K | 0.24% | +1,862+6.2% | Added |
| Good Life Advisors, LLC | 37,404 | $964.0K | 0.18% | +2,002+5.7% | Added |
| Ackerman Capital Advisors, LLC | 37,721 | $972.0K | 0.23% | +18,636+97.6% | Added |
| IHT Wealth Management, LLC | 39,782 | $1.03M | 0.07% | −4,109−9.4% | Reduced |
| DCM Advisors, LLC | 39,932 | $1.03M | 0.58% | +1,800+4.7% | Added |
| Advisory Services Network, LLC | 42,264 | $1.09M | 0.03% | +3,000+7.6% | Added |
| Cetera Advisor Networks LLC | 42,633 | $1.10M | 0.02% | +42,633 | New |
| Cambridge Investment Research Advisors, Inc. | 43,360 | $1.12M | 0.01% | +27,554+174.3% | Added |
| Focused Wealth Management, Inc | 45,828 | $1.18M | 0.20% | +387+0.9% | Added |
| Stratos Wealth Partners, LTD. | 47,113 | $1.22M | 0.03% | −3,060−6.1% | Reduced |
| Atlantic Union Bankshares Corp | 48,607 | $1.25M | 0.12% | +2,720+5.9% | Added |
| Moody Lynn & Lieberson, LLC | 51,977 | $1.34M | 0.10% | +1,482+2.9% | Added |
| Meridian Investment Counsel Inc. | 53,850 | $1.39M | 0.49% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 59,950 | $1.55M | 0.42% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 60,051 | $1.55M | 0.72% | +373+0.6% | Added |
| Fiera Capital Corp | 63,646 | $1.64M | 0.00% | +16,165+34.0% | Added |
| Kore Private Wealth LLC | 68,081 | $1.75M | 0.20% | −16,319−19.3% | Reduced |
| Wedbush Securities Inc | 68,361 | $1.76M | 0.08% | +50,014+272.6% | Added |
| Ibex Wealth Advisors | 72,373 | $1.87M | 0.37% | −3,198−4.2% | Reduced |
| Oder Investment Management, LLC | 73,802 | $1.90M | 2.48% | +1,420+2.0% | Added |
| Miracle Mile Advisors, LLC | 78,619 | $2.03M | 0.11% | +8,604+12.3% | Added |
| West Chester Capital Advisors, Inc | 78,965 | $2.04M | 1.59% | +31,560+66.6% | Added |
| Geneva Partners, LLC | 79,106 | $2.04M | 0.93% | −3,351−4.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 84,318 | $2.17M | 0.12% | −544−0.6% | Reduced |