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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Sound Income Strategies, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 237 | $5.00K | 0.00% | +237 | New |
| Northern Trust Corp | 27,296 | $6.00K | 0.00% | −7,075−20.6% | Reduced |
| Duncker Streett & Co Inc | 333 | $7.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 425 | $9.00K | 0.00% | +425 | New |
| WR Wealth Planners, LLC | 418 | $9.20K | 0.01% | +418 | New |
| Rockefeller Capital Management L.P. | 500 | $11.0K | 0.00% | −378−43.1% | Reduced |
| Central Trust Co | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 519 | $11.0K | 0.00% | +8+1.6% | Added |
| Plante Moran Financial Advisors, LLC | 528 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 543 | $12.0K | 0.00% | +5+0.9% | Added |
| Tortoise Investment Management, LLC | 666 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,000 | $22.0K | 0.01% | −4,000−80.0% | Reduced |
| Fifth Third Bancorp | 1,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,006 | $22.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,000 | $22.0K | 0.00% | +1,000 | New |
| Herold Advisors, Inc. | 1,000 | $22.0K | 0.01% | +1,000 | New |
| Harbor Investment Advisory, LLC | 1,200 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,200 | $26.0K | 0.01% | +1,200 | New |
| Fieldpoint Private Securities, LLC | 1,300 | $29.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 1,318 | $29.0K | 0.00% | +1,318 | New |
| National Bank of Canada | 1,550 | $34.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,540 | $34.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,650 | $36.3K | 0.02% | −600−26.7% | Reduced |
| Benjamin Edwards Inc | 1,750 | $39.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,113 | $47.0K | 0.00% | 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 |
| Bedel Financial Consulting, Inc. | 4,000 | $88.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,996 | $132.0K | 0.00% | +1,231+25.8% | Added |
| Fortitude Advisory Group L.L.C. | 6,228 | $137.0K | 0.07% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $204.0K | 0.00% | – | – |
| Peregrine Asset Advisers, Inc. | 9,360 | $206.0K | 0.11% | −2,986−24.2% | Reduced |
| Truist Financial Corp | 9,696 | $213.0K | 0.00% | −31−0.3% | Reduced |
| 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 |
| Poehling Capital Management, LLC | 10,000 | $220.0K | 0.07% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 10,078 | $222.0K | 0.20% | −619−5.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,101 | $223.0K | 0.00% | +842+9.1% | Added |
| Spire Wealth Management | 10,515 | $232.0K | 0.01% | 00.0% | Unchanged |
| MKT Advisors LLC | 12,221 | $239.0K | 0.18% | −150−1.2% | Reduced |
| Western Wealth Management, LLC | 10,896 | $240.0K | 0.01% | +10,896 | New |
| Patten Group, Inc. | 11,065 | $244.0K | 0.07% | −1,488−11.9% | Reduced |
| Constitution Capital LLC | 11,714 | $258.0K | 0.14% | +3,200+37.6% | Added |
| Successful Portfolios LLC | 12,150 | $268.0K | 0.15% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 12,800 | $282.0K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,930 | $285.0K | 0.00% | +1,154+9.8% | Added |
| Edgemoor Investment Advisors, Inc. | 13,330 | $294.0K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 13,400 | $295.0K | 0.11% | +500+3.9% | Added |
| Sigma Planning Corp | 13,479 | $297.0K | 0.01% | −1,569−10.4% | Reduced |
| D.A. Davidson & Co. | 13,697 | $302.0K | 0.00% | +1,000+7.9% | Added |
| S. R. Schill & Associates | 14,975 | $330.0K | 0.14% | +453+3.1% | Added |
| ELCO Management Co., LLC | 16,500 | $363.0K | 0.25% | 00.0% | Unchanged |
| Simmons Bank | 16,616 | $366.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,707 | $368.0K | 0.01% | +13,587+435.5% | Added |
| Rivernorth Capital Management, LLC | 16,855 | $371.0K | 0.01% | +16,855 | New |
| Atria Wealth Solutions, Inc. | 18,038 | $397.0K | 0.01% | +18,038 | New |
| Walter & Keenan Financial Consulting Co | 18,300 | $403.0K | 0.14% | +6,500+55.1% | Added |
| Laurel Wealth Advisors, Inc. | 18,860 | $415.0K | 0.03% | −3,831−16.9% | Reduced |
| Bell Rock Capital LLC | 20,767 | $418.0K | 0.39% | +99+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 21,180 | $466.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 21,325 | $470.0K | 0.02% | −5,500−20.5% | Reduced |
| Triad Investment Management | 22,535 | $496.0K | 0.47% | −239−1.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 23,321 | $514.0K | 0.12% | +5,306+29.5% | Added |
| Landscape Capital Management, L.L.C. | 23,627 | $520.0K | 0.07% | +23,627 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 25,000 | $551.0K | 0.35% | 00.0% | Unchanged |
| First Foundation Advisors | 25,346 | $558.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 25,462 | $561.0K | 0.01% | −2,265−8.2% | Reduced |
| ProVise Management Group, LLC | 29,788 | $656.0K | 0.06% | −500−1.7% | Reduced |
| LexAurum Advisors, LLC | 33,528 | $738.0K | 0.24% | −88−0.3% | Reduced |
| Cetera Advisors LLC | 34,765 | $766.0K | 0.02% | +4,036+13.1% | Added |
| Bramshill Investments, LLC | 35,947 | $792.0K | 0.11% | +35,947 | New |
| Kore Private Wealth LLC | 37,033 | $815.0K | 0.10% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 37,512 | $826.0K | 0.06% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 38,041 | $838.0K | 0.61% | −24,037−38.7% | Reduced |
| Private Advisor Group, LLC | 38,927 | $857.0K | 0.01% | +453+1.2% | Added |
| Andrew Hill Investment Advisors, Inc. | 41,993 | $924.0K | 1.03% | −456−1.1% | Reduced |
| Commons Capital, LLC | 42,391 | $933.0K | 1.01% | +816+2.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 43,473 | $957.0K | 0.05% | −38,791−47.2% | Reduced |
| Meridian Investment Counsel Inc. | 43,550 | $959.0K | 0.33% | −1,000−2.2% | Reduced |
| Stifel Financial Corp | 47,371 | $1.04M | 0.00% | −2,128−4.3% | Reduced |
| Stratos Wealth Partners, LTD. | 48,344 | $1.06M | 0.02% | −1,292−2.6% | Reduced |
| Atlantic Union Bankshares Corp | 49,469 | $1.09M | 0.10% | −200−0.4% | Reduced |
| Ibex Wealth Advisors | 50,297 | $1.11M | 0.21% | −4,994−9.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 50,494 | $1.11M | 0.08% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 53,763 | $1.18M | 0.56% | +301+0.6% | Added |
| Focused Wealth Management, Inc | 54,272 | $1.20M | 0.19% | +7,087+15.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,729 | $1.21M | 0.01% | +20,360+59.2% | Added |
| Good Life Advisors, LLC | 57,454 | $1.26M | 0.16% | +3,075+5.7% | Added |
| National Asset Management, Inc. | 58,785 | $1.29M | 0.04% | −97,822−62.5% | Reduced |
| Schnieders Capital Management LLC | 62,800 | $1.38M | 0.33% | +5,250+9.1% | Added |
| Walker Asset Management, LLC | 66,136 | $1.46M | 1.17% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 68,598 | $1.51M | 0.06% | +65,188+1,911.7% | Added |
| TownSquare Capital, LLC | 68,974 | $1.52M | 0.04% | −415,147−85.8% | Reduced |
| Miracle Mile Advisors, LLC | 79,720 | $1.75M | 0.07% | −6,390−7.4% | Reduced |
| Wedbush Securities Inc | 84,103 | $1.85M | 0.08% | −2,557−3.0% | Reduced |