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 2025
Institutional positions in BlackRock Taxable Municipal Bond Trust as of Dec 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
- 121
- +6 vs. Q3 2025
- Shares held
- 25.2M
- −5.53M (−18.0%) vs. Q3 2025
- Total value
- $407.9M
- −$109.2K (0.0%) vs. Q3 2025
- New holders
- 21
- 33 more added
- Sold out
- 15
- 40 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding BlackRock Taxable Municipal Bond Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 6,694,566 | $109.3M | 2.15% | +372,131+5.9% | Added |
| Morgan Stanley | 5,213,773 | $85.1M | 0.01% | +169,391+3.4% | Added |
| Eagle Bluffs Wealth Management LLC | 2,112,255 | $34.5M | 13.97% | +52,430+2.5% | Added |
| Bank of America Corp | 1,102,075 | $18.0M | 0.00% | +53,363+5.1% | Added |
| Raymond James Financial Inc | 974,779 | $15.9M | 0.00% | +35,877+3.8% | Added |
| UBS Group AG | 812,297 | $13.3M | 0.00% | +4,953+0.6% | Added |
| Focused Wealth Management, Inc | 776,422 | $12.7M | 1.35% | +58,658+8.2% | Added |
| LPL Financial LLC | 736,719 | $12.0M | 0.00% | −68,912−8.6% | Reduced |
| Wells Fargo & Company | 699,996 | $11.4M | 0.00% | −6,437−0.9% | Reduced |
| Royal Bank of Canada | 682,680 | $11.1M | 0.00% | +77,324+12.8% | Added |
| Invesco Ltd. | 583,626 | $9.52M | 0.00% | −204,104−25.9% | Reduced |
| M&T Bank Corp | 497,237 | $8.11M | 0.03% | −145,997−22.7% | Reduced |
| Ameriprise Financial Inc | 380,291 | $6.21M | 0.00% | +1,146+0.3% | Added |
| HighTower Advisors, LLC | 179,747 | $2.93M | 0.00% | +27,065+17.7% | Added |
| Intellectus Partners, LLC | 177,847 | $2.90M | 0.56% | +3,570+2.0% | Added |
| Colony Group, LLC | 177,656 | $2.90M | 0.00% | +177,656 | New |
| StoneX Group Inc. | 175,352 | $2.86M | 0.12% | −19,610−10.1% | Reduced |
| Broyhill Asset Management | 152,780 | $2.49M | 2.20% | −11,168−6.8% | Reduced |
| Jane Street Group, LLC | 152,064 | $2.48M | 0.00% | +110,665+267.3% | Added |
| Advisor Group Holdings, Inc. | 130,285 | $2.13M | 0.00% | −34,144−20.8% | Reduced |
| Benjamin Edwards Inc | 118,902 | $1.94M | 0.02% | +1,357+1.2% | Added |
| Envestnet Asset Management Inc | 110,837 | $1.81M | 0.00% | −2,312−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 100,573 | $1.64M | 0.00% | −1,610−1.6% | Reduced |
| Park Avenue Securities LLC | 94,181 | $1.54M | 0.01% | −6,318−6.3% | Reduced |
| Stifel Financial Corp | 87,915 | $1.43M | 0.00% | −1,617−1.8% | Reduced |
| Primoris Wealth Advisors, LLC | 80,233 | $1.31M | 0.78% | +4,000+5.2% | Added |
| Baird Financial Group, Inc. | 67,369 | $1.10M | 0.00% | −426−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 61,885 | $1.01M | 0.01% | +61,885 | New |
| Lifetime Wealth Management P.C. | 61,456 | $1.00M | 0.63% | +61,456 | New |
| Riverbridge Partners LLC | 56,772 | $926.5K | 0.02% | +5,889+11.6% | Added |
| CI Private Wealth, LLC | 54,625 | $891.5K | 0.00% | +8,364+18.1% | Added |
| Noble Wealth Management PBC | 54,227 | $885.0K | 0.44% | −1,270−2.3% | Reduced |
| Savvy Advisors, Inc. | 54,136 | $883.5K | 0.03% | −2,186−3.9% | Reduced |
| Logan Stone Capital, LLC | 50,949 | $831.5K | 0.21% | +50,949 | New |
| Natural Investments, LLC | 49,339 | $805.0K | 0.20% | −3,181−6.1% | Reduced |
| Janney Montgomery Scott LLC | 49,318 | $805.0K | 0.00% | −1,103−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 43,945 | $717.2K | 0.00% | 00.0% | Unchanged |
| Westview Management dba Westview Investment Advisors | 43,852 | $715.7K | 0.34% | +43,852 | New |
| Cetera Investment Advisers | 43,796 | $714.8K | 0.00% | +6,252+16.7% | Added |
| Steward Partners Investment Advisory, LLC | 43,612 | $711.7K | 0.00% | −13,906−24.2% | Reduced |
| GWM Advisors LLC | 42,921 | $700.5K | 0.00% | −2,947−6.4% | Reduced |
| Kestra Private Wealth Services, LLC | 41,679 | $680.2K | 0.01% | −65−0.2% | Reduced |
| Wedbush Securities Inc | 41,310 | $674.0K | 0.02% | +3,758+10.0% | Added |
| Susquehanna International Group, LLP | 41,046 | $669.9K | 0.00% | +41,046 | New |
| Pursuit Wealth Strategies, LLC | 41,044 | $669.8K | 0.94% | +41,044 | New |
| Guggenheim Capital LLC | 39,935 | $651.7K | 0.00% | −230−0.6% | Reduced |
| Orleans Capital Management Corp | 39,265 | $640.8K | 0.40% | −1,000−2.5% | Reduced |
| Walker Asset Management, LLC | 36,421 | $594.4K | 0.32% | −2,700−6.9% | Reduced |
| Balyasny Asset Management LLC | 35,700 | $582.6K | 0.00% | +35,700 | New |
| Addison Capital Co | 35,143 | $573.5K | 0.14% | −9,302−20.9% | Reduced |
| Seven Mile Advisory | 34,768 | $567.4K | 0.10% | +205+0.6% | Added |
| Oder Investment Management, LLC | 34,055 | $555.8K | 0.40% | −4,429−11.5% | Reduced |
| Access Financial Services, Inc. | 33,784 | $551.4K | 0.20% | −688−2.0% | Reduced |
| New England Private Wealth Advisors LLC | 32,566 | $531.5K | 0.07% | +32,566 | New |
| Gridiron Partners, LLC | 32,531 | $530.9K | 0.30% | −6,168,320−99.5% | Reduced |
| Landscape Capital Management, L.L.C. | 30,731 | $501.5K | 0.03% | +30,731 | New |
| Coquina Private Wealth LLC | 26,694 | $435.6K | 0.35% | +26,694 | New |
| Koshinski Asset Management, Inc. | 24,717 | $403.4K | 0.03% | +8,126+49.0% | Added |
| D.A. Davidson & Co. | 24,623 | $401.9K | 0.00% | −441−1.8% | Reduced |
| Ibex Wealth Advisors | 22,359 | $364.9K | 0.04% | −4,948−18.1% | Reduced |
| Oppenheimer & Co Inc | 21,891 | $357.3K | 0.01% | +674+3.2% | Added |
| HRT Financial LP | 21,693 | $354.0K | 0.00% | +21,693 | New |
| Integrated Capital Management, Inc. | 21,141 | $345.0K | 0.23% | −347−1.6% | Reduced |
| Schnieders Capital Management, LLC. | 21,025 | $343.1K | 0.05% | 00.0% | Unchanged |
| Rinkey Investments | 20,585 | $335.9K | 0.09% | +20,585 | New |
| Private Advisor Group, LLC | 20,411 | $333.1K | 0.00% | −882−4.1% | Reduced |
| Intellus Advisors LLC | 20,300 | $331.3K | 0.04% | +300+1.5% | Added |
| Comprehensive Money Management Services LLC | 19,845 | $323.9K | 0.22% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 19,091 | $311.6K | 0.01% | −3,422−15.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 18,000 | $293.8K | 0.02% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 16,980 | $277.1K | 0.07% | +750+4.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,307 | $249.7K | 0.00% | +2,381+18.4% | Added |
| Melfa Wealth Management, LLC | 15,040 | $245.4K | 0.14% | 00.0% | Unchanged |
| Caitlin John, LLC | 14,871 | $242.7K | 0.16% | −7,890−34.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,820 | $241.9K | 0.00% | +2,648+21.8% | Added |
| Kestra Advisory Services, LLC | 14,345 | $234.1K | 0.00% | +14,345 | New |
| Mezzasalma Advisors, LLC | 14,337 | $233.8K | 0.06% | +185+1.3% | Added |
| Sanctuary Advisors, LLC | 14,049 | $229.3K | 0.00% | −658−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,096 | $214.0K | 0.00% | −6,546−33.3% | Reduced |
| Millennium Management LLC | 12,995 | $212.1K | 0.00% | +12,995 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,882 | $210.0K | 0.06% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 12,202 | $199.1K | 0.01% | −848−6.5% | Reduced |
| Ashton Thomas Securities, LLC | 12,100 | $197.5K | 0.04% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 11,810 | $192.5K | 0.09% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 11,737 | $191.6K | 0.01% | +51+0.4% | Added |
| Seelaus Asset Management LLC | 11,375 | $185.6K | 0.15% | +100+0.9% | Added |
| Meridian Investment Counsel Inc. | 11,200 | $182.8K | 0.04% | −2,500−18.2% | Reduced |
| Comerica Bank | 10,533 | $171.9K | 0.00% | −560−5.0% | Reduced |
| Advisory Services Network, LLC | 10,500 | $171.4K | 0.00% | −2,500−19.2% | Reduced |
| Palogic Value Management, L.P. | 10,500 | $171.4K | 0.07% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 10,259 | $167.4K | 0.04% | 00.0% | Unchanged |
| Commons Capital, LLC | 10,111 | $165.0K | 0.12% | +10,111 | New |
| National Bank of Canada | 8,747 | $142.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,311 | $135.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7,875 | $128.5K | 0.00% | −1,050−11.8% | Reduced |
| Farther Finance Advisors, LLC | 6,276 | $102.4K | 0.00% | +3,126+99.2% | Added |
| Rockefeller Capital Management L.P. | 5,963 | $97.3K | 0.00% | +338+6.0% | Added |
| Hollencrest Capital Management | 5,622 | $91.8K | 0.00% | +96+1.7% | Added |
| Harbour Investments, Inc. | 4,200 | $68.5K | 0.00% | +300+7.7% | Added |
| Trust Co of Toledo NA | 3,221 | $52.6K | 0.01% | 00.0% | Unchanged |