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 2025
Institutional positions in BlackRock Taxable Municipal Bond Trust as of Mar 31, 2025. 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
- 115
- −6 vs. Q4 2024
- Shares held
- 22.9M
- +562.8K (+2.5%) vs. Q4 2024
- Total value
- $382.7M
- +$22.6M (+6.3%) vs. Q4 2024
- New holders
- 8
- 33 more added
- Sold out
- 14
- 41 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding BlackRock Taxable Municipal Bond Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,161,588 | $86.1M | 2.02% | +787,953+18.0% | Added |
| Morgan Stanley | 4,882,125 | $81.4M | 0.01% | +77,332+1.6% | Added |
| Eagle Bluffs Wealth Management LLC | 1,847,691 | $30.8M | 16.28% | +125,321+7.3% | Added |
| UBS Group AG | 1,107,907 | $18.5M | 0.00% | +14,462+1.3% | Added |
| Raymond James Financial Inc | 850,380 | $14.2M | 0.01% | −143,532−14.4% | Reduced |
| LPL Financial LLC | 747,872 | $12.5M | 0.00% | +63,200+9.2% | Added |
| Invesco Ltd. | 746,024 | $12.4M | 0.00% | −15,662−2.1% | Reduced |
| Bank of America Corp | 671,644 | $11.2M | 0.00% | +38,375+6.1% | Added |
| Wells Fargo & Company | 659,204 | $11.0M | 0.00% | −53,535−7.5% | Reduced |
| Focused Wealth Management, Inc | 630,026 | $10.5M | 1.43% | +21,667+3.6% | Added |
| M&T Bank Corp | 629,238 | $10.5M | 0.04% | −8,275−1.3% | Reduced |
| Royal Bank of Canada | 562,515 | $9.38M | 0.00% | +64,953+13.1% | Added |
| Ameriprise Financial Inc | 497,377 | $8.30M | 0.00% | +45,180+10.0% | Added |
| Advisor Group Holdings, Inc. | 227,975 | $3.80M | 0.01% | +30,841+15.6% | Added |
| Intellectus Partners, LLC | 199,668 | $3.33M | 0.82% | −11,006−5.2% | Reduced |
| StoneX Group Inc. | 188,966 | $3.15M | 0.17% | −6,603−3.4% | Reduced |
| Broyhill Asset Management | 172,948 | $2.88M | 2.35% | −260−0.2% | Reduced |
| HighTower Advisors, LLC | 151,938 | $2.53M | 0.00% | +5,904+4.0% | Added |
| 1607 Capital Partners, LLC | 151,900 | $2.53M | 0.20% | +7,800+5.4% | Added |
| Commonwealth Equity Services, LLC | 130,061 | $2.17M | 0.00% | −20,923−13.9% | Reduced |
| Fiera Capital Corp | 129,569 | $2.16M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 128,792 | $2.15M | 0.00% | −700−0.5% | Reduced |
| Apexium Financial, LP | 128,310 | $2.14M | 0.13% | +53,295+71.0% | Added |
| Kovitz Investment Group Partners, LLC | 122,645 | $2.05M | 0.01% | −2,688−2.1% | Reduced |
| Park Avenue Securities LLC | 117,496 | $1.96M | 0.02% | −3,400−2.8% | Reduced |
| Benjamin Edwards Inc | 108,867 | $1.82M | 0.03% | −1,023−0.9% | Reduced |
| Primoris Wealth Advisors, LLC | 97,733 | $1.63M | 1.26% | −4,017−3.9% | Reduced |
| Stifel Financial Corp | 80,631 | $1.34M | 0.00% | +15,734+24.2% | Added |
| Keybank National Association | 79,840 | $1.33M | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 71,059 | $1.19M | 0.04% | +2,699+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 64,639 | $1.08M | 0.00% | −5,160−7.4% | Reduced |
| Savvy Advisors, Inc. | 62,390 | $1.04M | 0.10% | +6,927+12.5% | Added |
| First National Bank Sioux Falls | 58,446 | $974.9K | 0.39% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 54,920 | $916.1K | 0.54% | −5,000−8.3% | Reduced |
| Baird Financial Group, Inc. | 50,927 | $849.5K | 0.00% | +54+0.1% | Added |
| Addison Capital Co | 50,864 | $848.4K | 0.33% | −8,202−13.9% | Reduced |
| Noble Wealth Management PBC | 50,492 | $842.2K | 0.58% | +2,000+4.1% | Added |
| Kestra Private Wealth Services, LLC | 49,730 | $829.5K | 0.01% | +32+0.1% | Added |
| Riverbridge Partners LLC | 48,942 | $816.3K | 0.01% | +5,699+13.2% | Added |
| Oder Investment Management, LLC | 48,554 | $809.9K | 0.69% | −5,672−10.5% | Reduced |
| Transform Wealth, LLC | 47,316 | $789.2K | 0.05% | +12,416+35.6% | Added |
| Walker Asset Management, LLC | 46,637 | $777.9K | 0.47% | −4,000−7.9% | Reduced |
| Natural Investments, LLC | 45,812 | $764.0K | 0.22% | +3,042+7.1% | Added |
| Access Financial Services, Inc. | 41,769 | $696.7K | 0.28% | −774−1.8% | Reduced |
| Guggenheim Capital LLC | 41,615 | $694.1K | 0.01% | +10,492+33.7% | Added |
| Janney Montgomery Scott LLC | 41,212 | $687.0K | 0.00% | +3,981+10.7% | Added |
| Caitlin John, LLC | 39,680 | $661.9K | 0.65% | +1,247+3.2% | Added |
| Susquehanna International Group, LLP | 37,880 | $631.8K | 0.00% | −519−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 37,641 | $627.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 34,359 | $573.1K | 0.00% | −2,189−6.0% | Reduced |
| Gridiron Partners, LLC | 30,531 | $509.3K | 0.33% | 00.0% | Unchanged |
| Cetera Investment Advisers | 29,077 | $485.0K | 0.00% | +1,642+6.0% | Added |
| Private Advisor Group, LLC | 28,428 | $474.2K | 0.00% | −2,355−7.7% | Reduced |
| Ibex Wealth Advisors | 27,138 | $452.7K | 0.06% | −2,284−7.8% | Reduced |
| Calamos Advisors LLC | 25,968 | $433.1K | 0.00% | −1,039−3.8% | Reduced |
| Integrated Capital Management, Inc. | 25,703 | $428.7K | 0.34% | +131+0.5% | Added |
| D.A. Davidson & Co. | 25,064 | $418.1K | 0.00% | −2,000−7.4% | Reduced |
| IHT Wealth Management, LLC | 24,216 | $403.9K | 0.01% | −899−3.6% | Reduced |
| Schnieders Capital Management LLC | 22,025 | $367.4K | 0.08% | −1,250−5.4% | Reduced |
| Robinson Capital Management, LLC | 20,692 | $345.1K | 0.14% | 00.0% | Unchanged |
| Comerica Bank | 20,174 | $336.5K | 0.00% | −1,972−8.9% | Reduced |
| Intellus Advisors LLC | 20,000 | $333.6K | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 19,866 | $331.4K | 0.00% | −1,185−5.6% | Reduced |
| Comprehensive Money Management Services LLC | 19,845 | $331.0K | 0.27% | −1,065−5.1% | Reduced |
| Meridian Investment Counsel Inc. | 19,000 | $316.9K | 0.09% | −8,167−30.1% | Reduced |
| Integrated Wealth Concepts LLC | 19,000 | $316.9K | 0.00% | −1,650−8.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,631 | $310.8K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 18,100 | $301.9K | 0.08% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 18,000 | $300.2K | 0.03% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 17,895 | $298.5K | 0.06% | −619−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 17,480 | $291.6K | 0.00% | +4,050+30.2% | Added |
| Koshinski Asset Management, Inc. | 17,095 | $285.1K | 0.02% | −5,557−24.5% | Reduced |
| Mezzasalma Advisors, LLC | 15,104 | $251.9K | 0.09% | +190+1.3% | Added |
| Melfa Wealth Management, LLC | 15,040 | $250.9K | 0.17% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 14,422 | $240.6K | 0.01% | −772−5.1% | Reduced |
| Patten Group, Inc. | 13,223 | $220.6K | 0.05% | −2,126−13.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,162 | $219.5K | 0.00% | −3,470−20.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,882 | $215.0K | 0.08% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 12,785 | $213.3K | 0.01% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 11,810 | $197.0K | 0.11% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 11,633 | $194.0K | 0.01% | −1,282−9.9% | Reduced |
| Generation Capital Management LLC | 11,624 | $193.9K | 0.17% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 11,587 | $193.3K | 0.01% | +105+0.9% | Added |
| Advisory Services Network, LLC | 11,000 | $183.5K | 0.00% | +250+2.3% | Added |
| Capital Investment Advisory Services, LLC | 10,507 | $175.3K | 0.02% | +10,507 | New |
| Palogic Value Management, L.P. | 10,500 | $175.1K | 0.08% | 00.0% | Unchanged |
| National Bank of Canada | 8,748 | $145.6K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 6,230 | $103.9K | 0.03% | +6,230 | New |
| Hollencrest Capital Management | 5,339 | $89.0K | 0.00% | +59+1.1% | Added |
| Farther Finance Advisors, LLC | 3,500 | $58.1K | 0.00% | −3,271−48.3% | Reduced |
| Harbour Investments, Inc. | 3,100 | $51.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,000 | $50.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,800 | $46.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,444 | $40.8K | 0.00% | −24,062−90.8% | Reduced |
| CIBC Private Wealth Group, LLC | 2,520 | $39.8K | 0.00% | −40−1.6% | Reduced |
| North Star Investment Management Corp. | 2,113 | $35.3K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,894 | $31.6K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,155 | $19.0K | 0.00% | +1,154+115,400.0% | Added |
| Fifth Third Bancorp | 1,000 | $16.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,000 | $16.7K | 0.00% | 00.0% | Unchanged |