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 2026
Institutional positions in BlackRock Taxable Municipal Bond Trust as of Jun 30, 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
- 119
- −2 vs. Q1 2026
- Shares held
- 26.8M
- +618.5K (+2.4%) vs. Q1 2026
- Total value
- $434.1M
- +$10.8M (+2.5%) vs. Q1 2026
- New holders
- 15
- 42 more added
- Sold out
- 17
- 39 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding BlackRock Taxable Municipal Bond Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2 | $45 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 57 | $922 | 0.00% | +57 | New |
| Community Financial Services Group, LLC | 74 | $1.19K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $4.85K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 300 | $4.85K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 385 | $6.22K | 0.00% | +385 | New |
| JPMorgan Chase & Co | 500 | $8.12K | 0.00% | +500 | New |
| NBC Securities, Inc. | 730 | $11.8K | 0.00% | +14+2.0% | Added |
| Kentucky Trust Co | 740 | $12.0K | 0.01% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 781 | $12.5K | 0.01% | +781 | 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 |
| US Bancorp | 1,790 | $28.9K | 0.00% | +1,790 | New |
| 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 |
| Private Trust Co NA | 2,800 | $45.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,150 | $50.9K | 0.00% | −3,126−49.8% | Reduced |
| Trust Co of Toledo NA | 3,221 | $52.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,322 | $53.7K | 0.00% | −32,812−90.8% | Reduced |
| Gill Capital Partners, LLC | 3,426 | $55.4K | 0.01% | 00.0% | Unchanged |
| Clear Street Group Inc. | 4,536 | $73.3K | 0.00% | +4,536 | New |
| Atlantic Union Bankshares Corp | 5,700 | $92.2K | 0.00% | −2,075−26.7% | Reduced |
| Global Retirement Partners, LLC | 5,780 | $93.5K | 0.00% | +5,780 | New |
| Hollencrest Capital Management | 5,830 | $94.3K | 0.01% | +106+1.9% | Added |
| Caitlin John, LLC | 6,309 | $102.0K | 0.06% | +620+10.9% | Added |
| Harbour Investments, Inc. | 7,786 | $125.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 9,847 | $158.9K | 0.00% | +250+2.6% | Added |
| WSFS Capital Management, LLC | 10,072 | $162.9K | 0.01% | −1,748−14.8% | Reduced |
| Focused Wealth Management, Inc | 10,249 | $165.7K | 0.01% | −802,162−98.7% | Reduced |
| WealthTrust Axiom LLC | 10,259 | $165.9K | 0.04% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 10,500 | $169.8K | 0.06% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 10,728 | $173.5K | 0.00% | +11+0.1% | Added |
| Fifth Third Bancorp | 11,243 | $181.8K | 0.00% | +45+0.4% | Added |
| Nwam LLC | 11,283 | $182.4K | 0.01% | +260+2.4% | Added |
| Simon Quick Advisors, LLC | 11,432 | $184.9K | 0.01% | +11,432 | New |
| Susquehanna International Group, LLP | 11,513 | $186.2K | 0.00% | −27,265−70.3% | Reduced |
| MML Investors Services, LLC | 11,514 | $186.2K | 0.00% | +11,514 | New |
| Carl P. Sherr & Co., LLC | 11,810 | $191.0K | 0.08% | +11,810 | New |
| SRS Capital Advisors, Inc. | 11,900 | $192.4K | 0.00% | +11,900 | New |
| Advisory Services Network, LLC | 12,000 | $194.0K | 0.00% | +750+6.7% | Added |
| Sanctuary Advisors, LLC | 12,138 | $196.3K | 0.00% | −667−5.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,882 | $208.0K | 0.05% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 12,980 | $209.9K | 0.05% | −4,000−23.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,512 | $218.0K | 0.00% | −24−0.2% | Reduced |
| Mezzasalma Advisors, LLC | 14,734 | $238.2K | 0.05% | +201+1.4% | Added |
| Melfa Wealth Management, LLC | 15,040 | $243.2K | 0.13% | 00.0% | Unchanged |
| Commons Capital, LLC | 16,192 | $261.8K | 0.18% | +169+1.1% | Added |
| Kestra Advisory Services, LLC | 16,544 | $267.5K | 0.00% | −2,665−13.9% | Reduced |
| Gridiron Partners, LLC | 16,587 | $268.2K | 0.14% | −11,179−40.3% | Reduced |
| Integrated Wealth Concepts LLC | 17,991 | $290.9K | 0.00% | +18+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 18,000 | $291.1K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 18,594 | $300.7K | 0.01% | −497−2.6% | Reduced |
| We Are One Seven, LLC | 19,868 | $321.3K | 0.01% | +2,163+12.2% | Added |
| Intellus Advisors LLC | 20,000 | $323.4K | 0.04% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 20,150 | $325.8K | 0.04% | −250−1.2% | Reduced |
| Jane Street Group, LLC | 20,707 | $334.8K | 0.00% | +20,707 | New |
| Comprehensive Money Management Services LLC | 21,095 | $341.1K | 0.21% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 21,224 | $343.2K | 0.00% | +6,378+43.0% | Added |
| Basso Capital Management, L.P. | 21,306 | $344.5K | 0.08% | +21,306 | New |
| Oppenheimer & Co Inc | 21,441 | $346.7K | 0.00% | +27+0.1% | Added |
| Ibex Wealth Advisors | 22,502 | $363.9K | 0.03% | +13+0.1% | Added |
| D.A. Davidson & Co. | 24,060 | $389.1K | 0.00% | −21−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 24,976 | $403.9K | 0.00% | +19,006+318.4% | Added |
| Integrated Capital Management, Inc. | 26,065 | $421.5K | 0.29% | −2,699−9.4% | Reduced |
| StoneX Group Inc. | 26,321 | $425.2K | 0.02% | +26,321 | New |
| National Asset Management, Inc. | 26,391 | $428.6K | 0.02% | +2,476+10.4% | Added |
| Coquina Private Wealth LLC | 27,954 | $452.0K | 0.31% | +779+2.9% | Added |
| Koshinski Asset Management, Inc. | 28,316 | $457.9K | 0.02% | +3,599+14.6% | Added |
| XTX Topco Ltd | 28,670 | $463.6K | 0.01% | +9,235+47.5% | Added |
| Walker Asset Management, LLC | 31,621 | $511.3K | 0.26% | −4,800−13.2% | Reduced |
| Cetera Investment Advisers | 31,744 | $513.3K | 0.00% | −1,376−4.2% | Reduced |
| New England Private Wealth Advisors LLC | 33,771 | $546.1K | 0.05% | +611+1.8% | Added |
| Access Financial Services, Inc. | 33,785 | $546.3K | 0.18% | −10.0% | Reduced |
| Kestra Private Wealth Services, LLC | 34,976 | $565.6K | 0.01% | −1,262−3.5% | Reduced |
| Westview Management dba Westview Investment Advisors | 35,005 | $566.0K | 0.28% | −691−1.9% | Reduced |
| Oder Investment Management, LLC | 35,566 | $575.1K | 0.39% | +414+1.2% | Added |
| Addison Capital Co | 35,786 | $578.7K | 0.09% | −50−0.1% | Reduced |
| Orleans Capital Management Corp | 39,265 | $634.9K | 0.33% | 00.0% | Unchanged |
| Wedbush Securities Inc | 39,750 | $643.0K | 0.02% | −4,422−10.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 43,945 | $710.6K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 47,761 | $772.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 48,026 | $776.6K | 0.00% | −258−0.5% | Reduced |
| Guggenheim Capital LLC | 49,002 | $792.4K | 0.01% | +2,548+5.5% | Added |
| Savvy Advisors, Inc. | 51,486 | $832.5K | 0.02% | −650−1.2% | Reduced |
| Natural Investments, LLC | 52,100 | $842.0K | 0.18% | −4,048−7.2% | Reduced |
| Rareview Capital LLC | 56,424 | $909.0K | 0.51% | −20,412−26.6% | Reduced |
| Janney Montgomery Scott LLC | 56,939 | $921.0K | 0.00% | +185+0.3% | Added |
| United Capital Financial Advisers, LLC | 57,751 | $933.8K | 0.01% | −3,760−6.1% | Reduced |
| Lifetime Wealth Management P.C. | 60,672 | $981.1K | 0.57% | −1,137−1.8% | Reduced |
| Baird Financial Group, Inc. | 65,980 | $1.07M | 0.00% | −891−1.3% | Reduced |
| Petra Financial Advisors Inc | 71,225 | $1.15M | 0.53% | −165−0.2% | Reduced |
| Noble Wealth Management PBC | 75,712 | $1.22M | 0.56% | +1,940+2.6% | Added |
| Primoris Wealth Advisors, LLC | 77,237 | $1.25M | 0.57% | +30.0% | Added |
| Commonwealth Equity Services, LLC | 87,493 | $1.41M | 0.00% | −4,517−4.9% | Reduced |
| Stifel Financial Corp | 92,265 | $1.49M | 0.00% | +1,134+1.2% | Added |
| 1607 Capital Partners, LLC | 101,975 | $1.65M | 0.14% | −61,237−37.5% | Reduced |
| Park Avenue Securities LLC | 114,415 | $1.85M | 0.01% | +2,417+2.2% | Added |
| Riverbridge Partners LLC | 120,853 | $1.95M | 0.05% | +3,342+2.8% | Added |
| Envestnet Asset Management Inc | 132,763 | $2.15M | 0.00% | +2,892+2.2% | Added |