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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7 | $113 | 0.00% | +3+75.0% | Added |
| Community Financial Services Group, LLC | 74 | $1.20K | 0.00% | +74 | New |
| Allworth Financial LP | 300 | $4.85K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 300 | $4.85K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 333 | $5.38K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 400 | $6.47K | 0.00% | +400 | New |
| NBC Securities, Inc. | 716 | $11.6K | 0.00% | +12+1.7% | Added |
| Kentucky Trust Co | 740 | $12.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 870 | $13.6K | 0.00% | +870 | New |
| IFP Advisors, Inc | 1,000 | $16.2K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,000 | $16.2K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 47,761 | $25.0K | 0.00% | −6,864−12.6% | Reduced |
| Fairscale Capital, LLC | 1,894 | $30.6K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,113 | $34.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,400 | $38.8K | 0.00% | +2,400 | New |
| Private Trust Co NA | 2,800 | $45.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,000 | $48.5K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 3,000 | $48.5K | 0.03% | +3,000 | New |
| Trust Co of Toledo NA | 3,221 | $52.1K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 3,426 | $55.4K | 0.02% | +3,426 | New |
| Wolverine Asset Management LLC | 4,293 | $69.4K | 0.00% | +4,293 | New |
| Caitlin John, LLC | 5,689 | $92.0K | 0.06% | −9,182−61.7% | Reduced |
| Hollencrest Capital Management | 5,724 | $92.6K | 0.00% | +102+1.8% | Added |
| Rockefeller Capital Management L.P. | 5,970 | $96.5K | 0.00% | +7+0.1% | Added |
| Opal Wealth Advisors, LLC | 6,230 | $100.7K | 0.02% | +6,230 | New |
| Farther Finance Advisors, LLC | 6,276 | $101.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7,775 | $125.7K | 0.00% | −100−1.3% | Reduced |
| Harbour Investments, Inc. | 7,786 | $125.9K | 0.00% | +3,586+85.4% | Added |
| National Bank of Canada | 9,597 | $154.5K | 0.00% | +850+9.7% | Added |
| WealthTrust Axiom LLC | 10,259 | $165.9K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 10,344 | $166.1K | 0.00% | −4,963−32.4% | Reduced |
| Palogic Value Management, L.P. | 10,500 | $169.8K | 0.07% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 10,565 | $170.8K | 0.02% | +10,565 | New |
| Arkadios Wealth Advisors | 10,717 | $173.3K | 0.00% | +10,717 | New |
| Nwam LLC | 11,023 | $178.2K | 0.01% | +11,023 | New |
| Fifth Third Bancorp | 11,198 | $181.1K | 0.00% | +10,198+1,019.8% | Added |
| Advisory Services Network, LLC | 11,250 | $181.9K | 0.00% | +750+7.1% | Added |
| Pursuit Wealth Strategies, LLC | 11,748 | $190.0K | 0.26% | −29,296−71.4% | Reduced |
| WSFS Capital Management, LLC | 11,820 | $191.1K | 0.01% | −382−3.1% | Reduced |
| Seelaus Asset Management LLC | 12,735 | $205.9K | 0.15% | +1,360+12.0% | Added |
| Sanctuary Advisors, LLC | 12,805 | $207.1K | 0.00% | −1,244−8.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,882 | $208.0K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 13,448 | $217.5K | 0.03% | +13,448 | New |
| Cambridge Investment Research Advisors, Inc. | 13,536 | $219.0K | 0.00% | +440+3.4% | Added |
| Mezzasalma Advisors, LLC | 14,533 | $235.0K | 0.06% | +196+1.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,846 | $240.1K | 0.00% | +26+0.2% | Added |
| Melfa Wealth Management, LLC | 15,040 | $243.2K | 0.14% | 00.0% | Unchanged |
| Commons Capital, LLC | 16,023 | $259.1K | 0.22% | +5,912+58.5% | Added |
| Delta Financial Advisors LLC | 16,980 | $274.6K | 0.07% | 00.0% | Unchanged |
| We Are One Seven, LLC | 17,705 | $286.3K | 0.01% | +17,705 | New |
| Integrated Wealth Concepts LLC | 17,973 | $290.6K | 0.00% | +17,973 | New |
| Brandywine Oak Private Wealth LLC | 18,000 | $291.1K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 19,091 | $308.7K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 19,209 | $310.6K | 0.00% | +4,864+33.9% | Added |
| XTX Topco Ltd | 19,435 | $314.3K | 0.01% | +19,435 | New |
| Intellus Advisors LLC | 20,000 | $323.4K | 0.04% | −300−1.5% | Reduced |
| Schnieders Capital Management, LLC. | 20,400 | $329.9K | 0.05% | −625−3.0% | Reduced |
| Rinkey Investments | 20,585 | $332.9K | 0.09% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 21,095 | $341.1K | 0.22% | +1,250+6.3% | Added |
| Oppenheimer & Co Inc | 21,414 | $346.3K | 0.00% | −477−2.2% | Reduced |
| Ibex Wealth Advisors | 22,489 | $363.6K | 0.03% | +130+0.6% | Added |
| National Asset Management, Inc. | 23,915 | $375.2K | 0.02% | +23,915 | New |
| D.A. Davidson & Co. | 24,081 | $389.4K | 0.00% | −542−2.2% | Reduced |
| Koshinski Asset Management, Inc. | 24,717 | $399.7K | 0.02% | 00.0% | Unchanged |
| Coquina Private Wealth LLC | 27,175 | $439.4K | 0.35% | +481+1.8% | Added |
| Gridiron Partners, LLC | 27,766 | $449.0K | 0.27% | −4,765−14.6% | Reduced |
| Integrated Capital Management, Inc. | 28,764 | $465.1K | 0.31% | +7,623+36.1% | Added |
| Cetera Investment Advisers | 33,120 | $535.6K | 0.00% | −10,676−24.4% | Reduced |
| New England Private Wealth Advisors LLC | 33,160 | $536.2K | 0.06% | +594+1.8% | Added |
| Logan Stone Capital, LLC | 33,209 | $537.0K | 0.15% | −17,740−34.8% | Reduced |
| Access Financial Services, Inc. | 33,786 | $546.3K | 0.19% | +20.0% | Added |
| Oder Investment Management, LLC | 35,152 | $568.4K | 0.44% | +1,097+3.2% | Added |
| Westview Management dba Westview Investment Advisors | 35,696 | $577.2K | 0.30% | −8,156−18.6% | Reduced |
| Addison Capital Co | 35,836 | $579.5K | 0.10% | +693+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 36,134 | $584.3K | 0.00% | −7,478−17.1% | Reduced |
| Kestra Private Wealth Services, LLC | 36,238 | $586.0K | 0.01% | −5,441−13.1% | Reduced |
| Walker Asset Management, LLC | 36,421 | $588.9K | 0.32% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 38,778 | $627.0K | 0.00% | −2,268−5.5% | Reduced |
| Orleans Capital Management Corp | 39,265 | $634.9K | 0.43% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 43,945 | $710.6K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 44,172 | $714.0K | 0.02% | +2,862+6.9% | Added |
| Integrity Wealth Partners, LLC | 44,345 | $717.1K | 0.65% | +44,345 | New |
| Guggenheim Capital LLC | 46,454 | $751.2K | 0.01% | +6,519+16.3% | Added |
| GWM Advisors LLC | 48,284 | $780.8K | 0.00% | +5,363+12.5% | Added |
| Savvy Advisors, Inc. | 52,136 | $843.0K | 0.02% | −2,000−3.7% | Reduced |
| Natural Investments, LLC | 56,148 | $907.0K | 0.22% | +6,809+13.8% | Added |
| Janney Montgomery Scott LLC | 56,754 | $918.0K | 0.00% | +7,436+15.1% | Added |
| United Capital Financial Advisers, LLC | 61,511 | $994.6K | 0.01% | −374−0.6% | Reduced |
| Lifetime Wealth Management P.C. | 61,809 | $999.5K | 0.57% | +353+0.6% | Added |
| Baird Financial Group, Inc. | 66,871 | $1.08M | 0.00% | −498−0.7% | Reduced |
| Petra Financial Advisors Inc | 71,390 | $1.15M | 0.71% | +71,390 | New |
| Noble Wealth Management PBC | 73,772 | $1.19M | 0.61% | +19,545+36.0% | Added |
| Rareview Capital LLC | 76,836 | $1.24M | 0.73% | +76,836 | New |
| Primoris Wealth Advisors, LLC | 77,234 | $1.25M | 0.88% | −2,999−3.7% | Reduced |
| Stifel Financial Corp | 91,131 | $1.47M | 0.00% | +3,216+3.7% | Added |
| Advisor Group Holdings, Inc. | 91,314 | $1.48M | 0.00% | −38,971−29.9% | Reduced |
| Commonwealth Equity Services, LLC | 92,010 | $1.49M | 0.00% | −8,563−8.5% | Reduced |
| Park Avenue Securities LLC | 111,998 | $1.81M | 0.01% | +17,817+18.9% | Added |