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, Q1 2022
Institutional positions in BlackRock Taxable Municipal Bond Trust as of Mar 31, 2022. 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
- −14 vs. Q4 2021
- Shares held
- 15.1M
- −369.4K (−2.4%) vs. Q4 2021
- Total value
- $331.9M
- −$72.1M (−17.8%) vs. Q4 2021
- New holders
- 15
- 34 more added
- Sold out
- 29
- 44 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding BlackRock Taxable Municipal Bond Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,875,164 | $41.3M | 0.01% | −45,673−2.4% | Reduced |
| Guggenheim Capital LLC | 1,721,316 | $37.9M | 0.23% | +350,737+25.6% | Added |
| UBS Group AG | 1,394,199 | $30.7M | 0.01% | +74,920+5.7% | Added |
| Ameriprise Financial Inc | 1,000,278 | $22.0M | 0.01% | +290,943+41.0% | Added |
| Lebenthal Global Advisors, LLC | 744,241 | $16.4M | 6.98% | −4,939−0.7% | Reduced |
| Bank of America Corp | 684,302 | $15.1M | 0.00% | −2,862−0.4% | Reduced |
| Wells Fargo & Company | 641,050 | $14.1M | 0.00% | +158,887+33.0% | Added |
| Invesco Ltd. | 569,610 | $12.5M | 0.00% | −22,999−3.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 568,939 | $12.5M | 12.09% | +171,211+43.0% | Added |
| LPL Financial LLC | 412,381 | $9.08M | 0.01% | −100,025−19.5% | Reduced |
| Royal Bank of Canada | 394,275 | $8.68M | 0.00% | −5,781−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 349,890 | $7.71M | 0.01% | −192,520−35.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 333,831 | $7.35M | 0.01% | +27,989+9.2% | Added |
| Advisor Group Holdings, Inc. | 314,017 | $6.92M | 0.01% | +104,359+49.8% | Added |
| Raymond James & Associates | 193,467 | $4.26M | 0.00% | −3,616−1.8% | Reduced |
| Hilltop Holdings Inc. | 190,909 | $4.20M | 0.47% | +11,205+6.2% | Added |
| Veritable, L.P. | 179,000 | $3.94M | 0.06% | −96,260−35.0% | Reduced |
| Commonwealth Equity Services, LLC | 167,883 | $3.70M | 0.01% | +32,829+24.3% | Added |
| Fortress Wealth Management, Inc. | 164,972 | $3.63M | 2.78% | +164,972 | New |
| Reitz Capital Advisors LLC | 145,964 | $3.21M | 2.33% | +38,920+36.4% | Added |
| Baird Financial Group, Inc. | 144,503 | $3.18M | 0.01% | −40,636−21.9% | Reduced |
| J.W. Cole Advisors, Inc. | 138,016 | $3.04M | 0.20% | −108,725−44.1% | Reduced |
| HighTower Advisors, LLC | 127,062 | $2.80M | 0.01% | −1,806−1.4% | Reduced |
| Addison Capital Co | 123,930 | $2.73M | 1.30% | +123,930 | New |
| Polar Asset Management Partners Inc. | 99,318 | $2.19M | 0.03% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 94,000 | $2.07M | 2.16% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 88,307 | $1.94M | 2.21% | +11,070+14.3% | Added |
| Fiera Capital Corp | 87,662 | $1.93M | 0.01% | +22,335+34.2% | Added |
| Intellectus Partners, LLC | 86,744 | $1.91M | 0.57% | −6,379−6.9% | Reduced |
| Wedbush Securities Inc | 84,103 | $1.85M | 0.08% | −2,557−3.0% | Reduced |
| Miracle Mile Advisors, LLC | 79,720 | $1.75M | 0.07% | −6,390−7.4% | Reduced |
| TownSquare Capital, LLC | 68,974 | $1.52M | 0.04% | −415,147−85.8% | Reduced |
| Snowden Capital Advisors LLC | 68,598 | $1.51M | 0.06% | +65,188+1,911.7% | Added |
| Walker Asset Management, LLC | 66,136 | $1.46M | 1.17% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 62,800 | $1.38M | 0.33% | +5,250+9.1% | Added |
| National Asset Management, Inc. | 58,785 | $1.29M | 0.04% | −97,822−62.5% | Reduced |
| Good Life Advisors, LLC | 57,454 | $1.26M | 0.16% | +3,075+5.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,729 | $1.21M | 0.01% | +20,360+59.2% | Added |
| Focused Wealth Management, Inc | 54,272 | $1.20M | 0.19% | +7,087+15.0% | Added |
| Access Financial Services, Inc. | 53,763 | $1.18M | 0.56% | +301+0.6% | Added |
| Moody Lynn & Lieberson, LLC | 50,494 | $1.11M | 0.08% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 50,297 | $1.11M | 0.21% | −4,994−9.0% | Reduced |
| Atlantic Union Bankshares Corp | 49,469 | $1.09M | 0.10% | −200−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 48,344 | $1.06M | 0.02% | −1,292−2.6% | Reduced |
| Stifel Financial Corp | 47,371 | $1.04M | 0.00% | −2,128−4.3% | Reduced |
| Meridian Investment Counsel Inc. | 43,550 | $959.0K | 0.33% | −1,000−2.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 43,473 | $957.0K | 0.05% | −38,791−47.2% | Reduced |
| Commons Capital, LLC | 42,391 | $933.0K | 1.01% | +816+2.0% | Added |
| Andrew Hill Investment Advisors, Inc. | 41,993 | $924.0K | 1.03% | −456−1.1% | Reduced |
| Private Advisor Group, LLC | 38,927 | $857.0K | 0.01% | +453+1.2% | Added |
| West Chester Capital Advisors, Inc | 38,041 | $838.0K | 0.61% | −24,037−38.7% | Reduced |
| IHT Wealth Management, LLC | 37,512 | $826.0K | 0.06% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 37,033 | $815.0K | 0.10% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 35,947 | $792.0K | 0.11% | +35,947 | New |
| Cetera Advisors LLC | 34,765 | $766.0K | 0.02% | +4,036+13.1% | Added |
| LexAurum Advisors, LLC | 33,528 | $738.0K | 0.24% | −88−0.3% | Reduced |
| ProVise Management Group, LLC | 29,788 | $656.0K | 0.06% | −500−1.7% | Reduced |
| GWM Advisors LLC | 25,462 | $561.0K | 0.01% | −2,265−8.2% | Reduced |
| First Foundation Advisors | 25,346 | $558.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 25,000 | $551.0K | 0.35% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 23,627 | $520.0K | 0.07% | +23,627 | New |
| GPS Wealth Strategies Group, LLC | 23,321 | $514.0K | 0.12% | +5,306+29.5% | Added |
| Triad Investment Management | 22,535 | $496.0K | 0.47% | −239−1.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 21,325 | $470.0K | 0.02% | −5,500−20.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 21,180 | $466.0K | 0.00% | 00.0% | Unchanged |
| Bell Rock Capital LLC | 20,767 | $418.0K | 0.39% | +99+0.5% | Added |
| Laurel Wealth Advisors, Inc. | 18,860 | $415.0K | 0.03% | −3,831−16.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 18,300 | $403.0K | 0.14% | +6,500+55.1% | Added |
| Atria Wealth Solutions, Inc. | 18,038 | $397.0K | 0.01% | +18,038 | New |
| Rivernorth Capital Management, LLC | 16,855 | $371.0K | 0.01% | +16,855 | New |
| Steward Partners Investment Advisory, LLC | 16,707 | $368.0K | 0.01% | +13,587+435.5% | Added |
| Simmons Bank | 16,616 | $366.0K | 0.03% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 16,500 | $363.0K | 0.25% | 00.0% | Unchanged |
| S. R. Schill & Associates | 14,975 | $330.0K | 0.14% | +453+3.1% | Added |
| D.A. Davidson & Co. | 13,697 | $302.0K | 0.00% | +1,000+7.9% | Added |
| Sigma Planning Corp | 13,479 | $297.0K | 0.01% | −1,569−10.4% | Reduced |
| High Net Worth Advisory Group LLC | 13,400 | $295.0K | 0.11% | +500+3.9% | Added |
| Edgemoor Investment Advisors, Inc. | 13,330 | $294.0K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,930 | $285.0K | 0.00% | +1,154+9.8% | Added |
| TBH Global Asset Management, LLC | 12,800 | $282.0K | 0.06% | 00.0% | Unchanged |
| Successful Portfolios LLC | 12,150 | $268.0K | 0.15% | 00.0% | Unchanged |
| Constitution Capital LLC | 11,714 | $258.0K | 0.14% | +3,200+37.6% | Added |
| Patten Group, Inc. | 11,065 | $244.0K | 0.07% | −1,488−11.9% | Reduced |
| Western Wealth Management, LLC | 10,896 | $240.0K | 0.01% | +10,896 | New |
| MKT Advisors LLC | 12,221 | $239.0K | 0.18% | −150−1.2% | Reduced |
| Spire Wealth Management | 10,515 | $232.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,101 | $223.0K | 0.00% | +842+9.1% | Added |
| VERITY Wealth Advisors | 10,078 | $222.0K | 0.20% | −619−5.8% | Reduced |
| Poehling Capital Management, LLC | 10,000 | $220.0K | 0.07% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 9,880 | $217.0K | 0.02% | −1,800−15.4% | Reduced |
| Nottingham Advisors, Inc. | 9,875 | $217.0K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,889 | $217.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 9,696 | $213.0K | 0.00% | −31−0.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 9,360 | $206.0K | 0.11% | −2,986−24.2% | Reduced |
| Lazard Asset Management LLC | – | $204.0K | 0.00% | – | – |
| Fortitude Advisory Group L.L.C. | 6,228 | $137.0K | 0.07% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,996 | $132.0K | 0.00% | +1,231+25.8% | Added |
| Bedel Financial Consulting, Inc. | 4,000 | $88.0K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,500 | $55.0K | 0.01% | −225−8.3% | Reduced |
| Prospera Financial Services Inc | 2,500 | $55.0K | 0.00% | +2,500 | New |