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 2022
Institutional positions in BlackRock Taxable Municipal Bond Trust as of Jun 30, 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
- 133
- +4 vs. Q1 2022
- Shares held
- 15.8M
- +675.7K (+4.5%) vs. Q1 2022
- Total value
- $301.6M
- −$30.3M (−9.1%) vs. Q1 2022
- New holders
- 22
- 32 more added
- Sold out
- 18
- 41 more reduced
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding BlackRock Taxable Municipal Bond Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 27,793 | $5.00K | 0.00% | +497+1.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 237 | $5.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 333 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 329 | $6.00K | 0.00% | +329 | New |
| Venture Visionary Partners LLC | 338 | $6.48K | 0.00% | +338 | New |
| Stonebridge Capital Advisors LLC | 408 | $8.00K | 0.00% | +320+363.6% | Added |
| WR Wealth Planners, LLC | 426 | $8.15K | 0.01% | +8+1.9% | Added |
| Rockefeller Capital Management L.P. | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 528 | $10.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 529 | $10.0K | 0.00% | +10+1.9% | Added |
| National Bank of Canada | 550 | $11.0K | 0.00% | −1,000−64.5% | Reduced |
| Bogart Wealth, LLC | 553 | $11.0K | 0.00% | +10+1.8% | Added |
| Riverview Trust Co | 838 | $16.0K | 0.01% | +838 | New |
| Fifth Third Bancorp | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,006 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,000 | $19.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 983 | $19.0K | 0.01% | +983 | New |
| IFP Advisors, Inc | 1,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,300 | $25.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 1,365 | $26.0K | 0.01% | +1,365 | New |
| American Research & Management Co. | 1,400 | $27.0K | 0.01% | +1,400 | New |
| Brown, Lisle/Cummings, Inc. | 1,650 | $31.6K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 1,690 | $32.0K | 0.00% | +150+9.7% | Added |
| Benjamin Edwards Inc | 1,750 | $34.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,113 | $40.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,230 | $43.0K | 0.00% | +1,805+424.7% | Added |
| SeaCrest Wealth Management, LLC | 2,318 | $44.0K | 0.01% | +2,318 | New |
| FinTrust Capital Advisors, LLC | 2,500 | $48.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,800 | $54.0K | 0.01% | +2,800 | New |
| Hallmark Capital Management Inc | 3,018 | $58.0K | 0.01% | +3,018 | New |
| Harbour Investments, Inc. | 4,050 | $78.0K | 0.01% | +4,050 | New |
| Tortoise Investment Management, LLC | 4,275 | $82.0K | 0.02% | +3,609+541.9% | Added |
| GPS Wealth Strategies Group, LLC | 5,306 | $102.0K | 0.03% | −18,015−77.2% | Reduced |
| American Portfolios Advisors | 5,996 | $114.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,661 | $147.0K | 0.00% | −2,440−24.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,417 | $161.0K | 0.00% | −8,290−49.6% | Reduced |
| Lazard Asset Management LLC | – | $178.0K | 0.00% | – | – |
| Sigma Planning Corp | 10,010 | $192.0K | 0.01% | −3,469−25.7% | Reduced |
| Poehling Capital Management, LLC | 10,000 | $192.0K | 0.07% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 10,078 | $193.0K | 0.19% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 10,086 | $193.0K | 0.00% | +10,086 | New |
| Jane Street Group, LLC | 10,505 | $201.0K | 0.00% | +10,505 | New |
| Patten Group, Inc. | 11,065 | $203.0K | 0.07% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 10,697 | $205.0K | 0.03% | +10,697 | New |
| Western Wealth Management, LLC | 10,896 | $209.0K | 0.01% | 00.0% | Unchanged |
| Constitution Capital LLC | 11,114 | $213.0K | 0.14% | −600−5.1% | Reduced |
| Nomura Holdings Inc | 11,200 | $216.0K | 0.00% | +11,200 | New |
| MKT Advisors LLC | 12,071 | $226.0K | 0.18% | −150−1.2% | Reduced |
| Carl P. Sherr & Co., LLC | 11,810 | $226.0K | 0.17% | +11,810 | New |
| Successful Portfolios LLC | 12,150 | $233.0K | 0.16% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 12,557 | $241.0K | 0.01% | −30,916−71.1% | Reduced |
| Karpus Management, Inc. | 12,700 | $243.0K | 0.01% | +12,700 | New |
| Cetera Investment Advisers | 12,936 | $248.0K | 0.00% | +60.0% | Added |
| Edgemoor Investment Advisors, Inc. | 13,330 | $255.0K | 0.03% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 13,642 | $261.0K | 0.00% | +13,642 | New |
| D.A. Davidson & Co. | 14,947 | $286.0K | 0.00% | +1,250+9.1% | Added |
| S. R. Schill & Associates | 14,975 | $287.0K | 0.14% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 15,840 | $303.0K | 0.71% | −22,201−58.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 16,435 | $315.0K | 0.03% | −2,425−12.9% | Reduced |
| Simmons Bank | 16,616 | $318.0K | 0.03% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 15,900 | $318.0K | 0.07% | +15,900 | New |
| Walter & Keenan Financial Consulting Co | 18,300 | $351.0K | 0.14% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 18,935 | $363.0K | 0.05% | −4,692−19.9% | Reduced |
| High Net Worth Advisory Group LLC | 20,659 | $396.0K | 0.16% | +7,259+54.2% | Added |
| Allspring Global Investments Holdings, LLC | 21,180 | $405.0K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,664 | $407.0K | 0.10% | +20,664 | New |
| Triad Investment Management | 22,541 | $432.0K | 0.64% | +60.0% | Added |
| Cetera Advisors LLC | 24,311 | $466.0K | 0.01% | −10,454−30.1% | Reduced |
| Sit Investment Associates Inc | 24,673 | $473.0K | 0.01% | +24,673 | New |
| ProVise Management Group, LLC | 24,788 | $475.0K | 0.05% | −5,000−16.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 25,000 | $479.0K | 0.35% | 00.0% | Unchanged |
| First Foundation Advisors | 25,346 | $486.0K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 26,325 | $504.0K | 0.02% | +5,000+23.4% | Added |
| LexAurum Advisors, LLC | 33,487 | $642.0K | 0.24% | −41−0.1% | Reduced |
| IHT Wealth Management, LLC | 35,463 | $679.0K | 0.06% | −2,049−5.5% | Reduced |
| Kore Private Wealth LLC | 37,033 | $710.0K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 37,354 | $716.0K | 0.01% | +11,892+46.7% | Added |
| Private Advisor Group, LLC | 38,701 | $742.0K | 0.01% | −226−0.6% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 41,732 | $799.0K | 1.15% | −261−0.6% | Reduced |
| Meridian Investment Counsel Inc. | 41,750 | $800.0K | 0.33% | −1,800−4.1% | Reduced |
| Commons Capital, LLC | 42,097 | $807.0K | 1.22% | −294−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 47,689 | $914.0K | 0.09% | −1,780−3.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 47,984 | $919.0K | 0.08% | −2,510−5.0% | Reduced |
| Ibex Wealth Advisors | 48,788 | $935.0K | 0.22% | −1,509−3.0% | Reduced |
| Access Financial Services, Inc. | 53,772 | $1.03M | 0.59% | +90.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,066 | $1.05M | 0.01% | +337+0.6% | Added |
| Stratos Wealth Partners, LTD. | 57,567 | $1.10M | 0.03% | +9,223+19.1% | Added |
| TownSquare Capital, LLC | 57,636 | $1.10M | 0.03% | −11,338−16.4% | Reduced |
| Schnieders Capital Management LLC | 62,150 | $1.19M | 0.36% | −650−1.0% | Reduced |
| Walker Asset Management, LLC | 63,186 | $1.21M | 1.09% | −2,950−4.5% | Reduced |
| Miracle Mile Advisors, LLC | 66,674 | $1.28M | 0.06% | −13,046−16.4% | Reduced |
| Good Life Advisors, LLC | 67,399 | $1.29M | 0.18% | +9,945+17.3% | Added |
| Snowden Capital Advisors LLC | 68,477 | $1.31M | 0.06% | −121−0.2% | Reduced |
| Intellectus Partners, LLC | 69,034 | $1.32M | 0.45% | −17,710−20.4% | Reduced |