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 2026
Institutional positions in BlackRock Taxable Municipal Bond Trust as of Mar 31, 2026. 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
- 122
- +4 vs. Q4 2025
- Shares held
- 26.3M
- +1.07M (+4.3%) vs. Q4 2025
- Total value
- $424.1M
- +$16.5M (+4.1%) vs. Q4 2025
- New holders
- 21
- 46 more added
- Sold out
- 17
- 29 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BlackRock Taxable Municipal Bond Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 7,463,822 | $120.7M | 2.45% | +769,256+11.5% | Added |
| Morgan Stanley | 5,218,645 | $84.4M | 0.01% | +4,872+0.1% | Added |
| Eagle Bluffs Wealth Management LLC | 2,202,048 | $35.6M | 13.87% | +89,793+4.3% | Added |
| Bank of America Corp | 1,128,853 | $18.3M | 0.00% | +26,778+2.4% | Added |
| Raymond James Financial Inc | 1,014,910 | $16.4M | 0.01% | +40,131+4.1% | Added |
| Focused Wealth Management, Inc | 812,411 | $13.1M | 1.37% | +35,989+4.6% | Added |
| UBS Group AG | 803,371 | $13.0M | 0.00% | −8,926−1.1% | Reduced |
| Wells Fargo & Company | 725,342 | $11.7M | 0.00% | +25,346+3.6% | Added |
| Invesco Ltd. | 718,198 | $11.6M | 0.00% | +134,572+23.1% | Added |
| LPL Financial LLC | 696,617 | $11.3M | 0.00% | −40,102−5.4% | Reduced |
| Royal Bank of Canada | 682,858 | $11.0M | 0.00% | +1780.0% | Added |
| M&T Bank Corp | 504,996 | $8.17M | 0.03% | +7,759+1.6% | Added |
| Ameriprise Financial Inc | 402,903 | $6.51M | 0.00% | +22,612+5.9% | Added |
| Rivernorth Capital Management, LLC | 233,622 | $3.78M | 0.19% | +233,622 | New |
| Colony Group, LLC | 178,814 | $2.89M | 0.00% | +1,158+0.7% | Added |
| 1607 Capital Partners, LLC | 163,212 | $2.64M | 0.19% | +163,212 | New |
| Intellectus Partners, LLC | 156,237 | $2.53M | 0.52% | −21,610−12.2% | Reduced |
| Broyhill Asset Management | 152,530 | $2.47M | 2.42% | −250−0.2% | Reduced |
| Benjamin Edwards Inc | 146,283 | $2.37M | 0.02% | +27,381+23.0% | Added |
| HighTower Advisors, LLC | 143,385 | $2.32M | 0.00% | −36,362−20.2% | Reduced |
| Envestnet Asset Management Inc | 129,871 | $2.10M | 0.00% | +19,034+17.2% | Added |
| Riverbridge Partners LLC | 117,511 | $1.90M | 0.05% | +60,739+107.0% | Added |
| Park Avenue Securities LLC | 111,998 | $1.81M | 0.01% | +17,817+18.9% | Added |
| Commonwealth Equity Services, LLC | 92,010 | $1.49M | 0.00% | −8,563−8.5% | Reduced |
| Advisor Group Holdings, Inc. | 91,314 | $1.48M | 0.00% | −38,971−29.9% | Reduced |
| Stifel Financial Corp | 91,131 | $1.47M | 0.00% | +3,216+3.7% | Added |
| Primoris Wealth Advisors, LLC | 77,234 | $1.25M | 0.88% | −2,999−3.7% | Reduced |
| Rareview Capital LLC | 76,836 | $1.24M | 0.73% | +76,836 | New |
| Noble Wealth Management PBC | 73,772 | $1.19M | 0.61% | +19,545+36.0% | Added |
| Petra Financial Advisors Inc | 71,390 | $1.15M | 0.71% | +71,390 | New |
| Baird Financial Group, Inc. | 66,871 | $1.08M | 0.00% | −498−0.7% | Reduced |
| Lifetime Wealth Management P.C. | 61,809 | $999.5K | 0.57% | +353+0.6% | Added |
| United Capital Financial Advisers, LLC | 61,511 | $994.6K | 0.01% | −374−0.6% | Reduced |
| Janney Montgomery Scott LLC | 56,754 | $918.0K | 0.00% | +7,436+15.1% | Added |
| Natural Investments, LLC | 56,148 | $907.0K | 0.22% | +6,809+13.8% | Added |
| Savvy Advisors, Inc. | 52,136 | $843.0K | 0.02% | −2,000−3.7% | Reduced |
| GWM Advisors LLC | 48,284 | $780.8K | 0.00% | +5,363+12.5% | Added |
| Guggenheim Capital LLC | 46,454 | $751.2K | 0.01% | +6,519+16.3% | Added |
| Integrity Wealth Partners, LLC | 44,345 | $717.1K | 0.65% | +44,345 | New |
| Wedbush Securities Inc | 44,172 | $714.0K | 0.02% | +2,862+6.9% | Added |
| Allspring Global Investments Holdings, LLC | 43,945 | $710.6K | 0.00% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 39,265 | $634.9K | 0.43% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 38,778 | $627.0K | 0.00% | −2,268−5.5% | Reduced |
| Walker Asset Management, LLC | 36,421 | $588.9K | 0.32% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 36,238 | $586.0K | 0.01% | −5,441−13.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 36,134 | $584.3K | 0.00% | −7,478−17.1% | Reduced |
| Addison Capital Co | 35,836 | $579.5K | 0.10% | +693+2.0% | Added |
| Westview Management dba Westview Investment Advisors | 35,696 | $577.2K | 0.30% | −8,156−18.6% | Reduced |
| Oder Investment Management, LLC | 35,152 | $568.4K | 0.44% | +1,097+3.2% | Added |
| Access Financial Services, Inc. | 33,786 | $546.3K | 0.19% | +20.0% | Added |
| Logan Stone Capital, LLC | 33,209 | $537.0K | 0.15% | −17,740−34.8% | Reduced |
| New England Private Wealth Advisors LLC | 33,160 | $536.2K | 0.06% | +594+1.8% | Added |
| Cetera Investment Advisers | 33,120 | $535.6K | 0.00% | −10,676−24.4% | Reduced |
| Integrated Capital Management, Inc. | 28,764 | $465.1K | 0.31% | +7,623+36.1% | Added |
| Gridiron Partners, LLC | 27,766 | $449.0K | 0.27% | −4,765−14.6% | Reduced |
| Coquina Private Wealth LLC | 27,175 | $439.4K | 0.35% | +481+1.8% | Added |
| Koshinski Asset Management, Inc. | 24,717 | $399.7K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 24,081 | $389.4K | 0.00% | −542−2.2% | Reduced |
| National Asset Management, Inc. | 23,915 | $375.2K | 0.02% | +23,915 | New |
| Ibex Wealth Advisors | 22,489 | $363.6K | 0.03% | +130+0.6% | Added |
| Oppenheimer & Co Inc | 21,414 | $346.3K | 0.00% | −477−2.2% | Reduced |
| Comprehensive Money Management Services LLC | 21,095 | $341.1K | 0.22% | +1,250+6.3% | Added |
| Rinkey Investments | 20,585 | $332.9K | 0.09% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 20,400 | $329.9K | 0.05% | −625−3.0% | Reduced |
| Intellus Advisors LLC | 20,000 | $323.4K | 0.04% | −300−1.5% | Reduced |
| XTX Topco Ltd | 19,435 | $314.3K | 0.01% | +19,435 | New |
| Kestra Advisory Services, LLC | 19,209 | $310.6K | 0.00% | +4,864+33.9% | Added |
| IHT Wealth Management, LLC | 19,091 | $308.7K | 0.01% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 18,000 | $291.1K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 17,973 | $290.6K | 0.00% | +17,973 | New |
| We Are One Seven, LLC | 17,705 | $286.3K | 0.01% | +17,705 | New |
| Delta Financial Advisors LLC | 16,980 | $274.6K | 0.07% | 00.0% | Unchanged |
| Commons Capital, LLC | 16,023 | $259.1K | 0.22% | +5,912+58.5% | Added |
| Melfa Wealth Management, LLC | 15,040 | $243.2K | 0.14% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,846 | $240.1K | 0.00% | +26+0.2% | Added |
| Mezzasalma Advisors, LLC | 14,533 | $235.0K | 0.06% | +196+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,536 | $219.0K | 0.00% | +440+3.4% | Added |
| Two Sigma Securities, LLC | 13,448 | $217.5K | 0.03% | +13,448 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,882 | $208.0K | 0.06% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 12,805 | $207.1K | 0.00% | −1,244−8.9% | Reduced |
| Seelaus Asset Management LLC | 12,735 | $205.9K | 0.15% | +1,360+12.0% | Added |
| WSFS Capital Management, LLC | 11,820 | $191.1K | 0.01% | −382−3.1% | Reduced |
| Pursuit Wealth Strategies, LLC | 11,748 | $190.0K | 0.26% | −29,296−71.4% | Reduced |
| Advisory Services Network, LLC | 11,250 | $181.9K | 0.00% | +750+7.1% | Added |
| Fifth Third Bancorp | 11,198 | $181.1K | 0.00% | +10,198+1,019.8% | Added |
| Nwam LLC | 11,023 | $178.2K | 0.01% | +11,023 | New |
| Arkadios Wealth Advisors | 10,717 | $173.3K | 0.00% | +10,717 | New |
| LexAurum Advisors, LLC | 10,565 | $170.8K | 0.02% | +10,565 | New |
| Palogic Value Management, L.P. | 10,500 | $169.8K | 0.07% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 10,344 | $166.1K | 0.00% | −4,963−32.4% | Reduced |
| WealthTrust Axiom LLC | 10,259 | $165.9K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 9,597 | $154.5K | 0.00% | +850+9.7% | Added |
| Harbour Investments, Inc. | 7,786 | $125.9K | 0.00% | +3,586+85.4% | Added |
| Atlantic Union Bankshares Corp | 7,775 | $125.7K | 0.00% | −100−1.3% | Reduced |
| Farther Finance Advisors, LLC | 6,276 | $101.4K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 6,230 | $100.7K | 0.02% | +6,230 | New |
| Rockefeller Capital Management L.P. | 5,970 | $96.5K | 0.00% | +7+0.1% | Added |
| Hollencrest Capital Management | 5,724 | $92.6K | 0.00% | +102+1.8% | Added |
| Caitlin John, LLC | 5,689 | $92.0K | 0.06% | −9,182−61.7% | Reduced |
| Wolverine Asset Management LLC | 4,293 | $69.4K | 0.00% | +4,293 | New |