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, Q4 2021
Institutional positions in BlackRock Taxable Municipal Bond Trust as of Dec 31, 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
- 145
- +23 vs. Q3 2021
- Shares held
- 15.5M
- +699.5K (+4.7%) vs. Q3 2021
- Total value
- $404.0M
- +$24.2M (+6.4%) vs. Q3 2021
- New holders
- 32
- 44 more added
- Sold out
- 9
- 34 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding BlackRock Taxable Municipal Bond Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 49,669 | $1.30M | 0.11% | −518−1.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 50,494 | $1.32M | 0.09% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 53,462 | $1.40M | 0.63% | −234−0.4% | Reduced |
| Good Life Advisors, LLC | 54,379 | $1.42M | 0.17% | +357+0.7% | Added |
| Ibex Wealth Advisors | 55,291 | $1.45M | 0.26% | −9,133−14.2% | Reduced |
| Schnieders Capital Management LLC | 57,550 | $1.51M | 0.35% | −1,700−2.9% | Reduced |
| West Chester Capital Advisors, Inc | 62,078 | $1.63M | 1.12% | −41,137−39.9% | Reduced |
| Fiera Capital Corp | 65,327 | $1.71M | 0.00% | +1,681+2.6% | Added |
| Walker Asset Management, LLC | 66,136 | $1.73M | 1.52% | +66,136 | New |
| Oder Investment Management, LLC | 77,237 | $2.02M | 2.85% | +549+0.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 82,264 | $2.15M | 0.11% | −2,012−2.4% | Reduced |
| Citadel Advisors LLC | 84,853 | $2.22M | 0.00% | +84,853 | New |
| Miracle Mile Advisors, LLC | 86,110 | $2.25M | 0.09% | +2,529+3.0% | Added |
| Wedbush Securities Inc | 86,660 | $2.27M | 0.10% | +2,103+2.5% | Added |
| Intellectus Partners, LLC | 93,123 | $2.45M | 0.62% | −12,213−11.6% | Reduced |
| First National Bank Sioux Falls | 94,000 | $2.46M | 2.63% | +94,000 | New |
| Geneva Partners, LLC | 96,726 | $2.53M | 1.26% | +3,098+3.3% | Added |
| Polar Asset Management Partners Inc. | 99,318 | $2.60M | 0.03% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 107,044 | $2.76M | 1.95% | −41,863−28.1% | Reduced |
| HighTower Advisors, LLC | 128,868 | $3.37M | 0.01% | −442−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 135,054 | $3.54M | 0.01% | +4,917+3.8% | Added |
| National Asset Management, Inc. | 156,607 | $4.10M | 0.12% | −1,545−1.0% | Reduced |
| Janney Montgomery Scott LLC | 164,437 | $4.30M | 0.02% | +8,177+5.2% | Added |
| Jefferies Group LLC | 165,988 | $4.35M | 0.08% | +31,080+23.0% | Added |
| Penserra Capital Management LLC | 178,467 | $4.67M | 0.10% | +2,479+1.4% | Added |
| Hilltop Holdings Inc. | 179,704 | $4.71M | 0.49% | +1,890+1.1% | Added |
| Baird Financial Group, Inc. | 185,139 | $4.85M | 0.01% | +8,438+4.8% | Added |
| Raymond James & Associates | 197,083 | $5.16M | 0.00% | −39,959−16.9% | Reduced |
| Advisor Group Holdings, Inc. | 209,658 | $5.49M | 0.01% | +24,664+13.3% | Added |
| J.W. Cole Advisors, Inc. | 246,741 | $6.46M | 0.42% | +694+0.3% | Added |
| Veritable, L.P. | 275,260 | $7.21M | 0.11% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 305,842 | $8.01M | 0.01% | +11,214+3.8% | Added |
| Eagle Bluffs Wealth Management LLC | 397,728 | $10.4M | 10.87% | +397,728 | New |
| Royal Bank of Canada | 400,056 | $10.5M | 0.00% | −21,754−5.2% | Reduced |
| Wells Fargo & Company | 482,163 | $12.6M | 0.00% | +33,629+7.5% | Added |
| TownSquare Capital, LLC | 484,121 | $12.7M | 0.32% | −36,302−7.0% | Reduced |
| LPL Financial LLC | 512,406 | $13.4M | 0.01% | +56,591+12.4% | Added |
| The PNC Financial Services Group, Inc. | 542,410 | $14.2M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 592,609 | $15.5M | 0.00% | +15,475+2.7% | Added |
| Bank of America Corp | 687,164 | $18.0M | 0.00% | −7,413−1.1% | Reduced |
| Ameriprise Financial Inc | 709,335 | $18.5M | 0.01% | +18,533+2.7% | Added |
| Lebenthal Global Advisors, LLC | 749,180 | $19.6M | 7.93% | +26,553+3.7% | Added |
| UBS Group AG | 1,319,279 | $34.5M | 0.01% | −239,888−15.4% | Reduced |
| Guggenheim Capital LLC | 1,370,579 | $35.9M | 0.19% | +7,949+0.6% | Added |
| Morgan Stanley | 1,920,837 | $50.3M | 0.01% | +43,708+2.3% | Added |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −36,344−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −28,431−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −11,717−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −2,793−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |