Tamarly Intelligence

Who Holds BlackRock Taxable Municipal Bond Trust (BBN)? 119 Institutional Holders, Q2 2026

Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 119 holders, $302 million in total.

Largest holders

The 100 largest by value. Change in shares against Q1 2026.

ManagerSharesValueChange
MORGAN STANLEY5,273,293$85 million+1%13F
Eagle Bluffs Wealth Management LLC2,383,435$39 million+8%13F
RIVERNORTH CAPITAL MANAGEMENT, LLC1,622,646$26 million+595%13F
WELLS FARGO & COMPANY/MN845,624$14 million+17%13F
UBS Group AG810,866$13 million+1%13F
RAYMOND JAMES FINANCIAL INC759,916$12 million-25%13F
LPL Financial LLC750,799$12 million+8%13F
BANK OF AMERICA CORP /DE/727,907$12 million-36%13F
ROYAL BANK OF CANADA643,781$10 million-6%13F
Invesco Ltd.594,774$10 million-17%13F
M&T Bank Corp529,462$9 million+68%13F
AMERIPRISE FINANCIAL INC467,984$8 million+16%13F
Focus Partners Wealth178,616$3 million0%13F
Intellectus Partners, LLC164,884$3 million+6%13F
OSAIC HOLDINGS, INC.152,968$2 million+68%13F
Broyhill Asset Management, LLC148,461$2 million-3%13F
BENJAMIN EDWARDS INC146,684$2 million+0%13F
HighTower Advisors, LLC134,505$2 million-6%13F
ENVESTNET ASSET MANAGEMENT INC132,763$2 million+2%13F
RIVERBRIDGE PARTNERS LLC120,853$2 million+3%13F
1607 Capital Partners, LLC101,975$2 million-38%13F
STIFEL FINANCIAL CORP92,265$1 million+1%13F
COMMONWEALTH EQUITY SERVICES, LLC87,493$1 million-5%13F
PRIMORIS WEALTH ADVISORS, LLC77,237$1 million+0%13F
Noble Wealth Management PBC75,712$1 million+3%13F
PETRA FINANCIAL ADVISORS INC71,225$1 million0%13F
Baird Financial Group, Inc.65,980$1 million-1%13F
Lifetime Wealth Management P.C.60,672$981,069-2%13F
UNITED CAPITAL FINANCIAL ADVISORS, LLC57,751$933,838-6%13F
Rareview Capital LLC56,424$908,991-27%13F
Savvy Advisors, Inc.51,486$832,526-1%13F
GUGGENHEIM CAPITAL LLC49,002$792,363+5%13F
NewEdge Advisors, LLC48,026$776,587-1%13F
Corient Private Wealth LP47,761$772,295+0%13F
Allspring Global Investments Holdings, LLC43,945$710,591+0%13F
ORLEANS CAPITAL MANAGEMENT CORP/LA39,265$634,915+0%13F
Addison Capital Co35,786$578,6600%13F
Oder Investment Management, LLC35,566$575,102+1%13F
Westview Management dba Westview Investment Advisors35,005$566,031-2%13F
KESTRA PRIVATE WEALTH SERVICES, LLC34,976$565,558-3%13F
ACCESS FINANCIAL SERVICES, INC.33,785$546,3030%13F
New England Private Wealth Advisors LLC33,771$546,076+2%13F
Cetera Investment Advisers31,744$513,309-4%13F
Walker Asset Management, LLC31,621$511,310-13%13F
XTX Topco Ltd28,670$463,594+48%13F
Koshinski Asset Management, Inc.28,316$457,870+15%13F
Coquina Private Wealth LLC27,954$452,023+3%13F
B. Riley Wealth Advisors, Inc.26,391$428,584+10%13F
StoneX Group Inc.26,321$425,238New13F
INTEGRATED CAPITAL MANAGEMENT, INC.26,065$421,471-9%13F
Rockefeller Capital Management L.P.24,976$403,871+318%13F
D.A. DAVIDSON & CO.24,060$389,0550%13F
IBEX WEALTH ADVISORS22,502$363,854+0%13F
OPPENHEIMER & CO INC21,441$346,701+0%13F
BASSO CAPITAL MANAGEMENT, L.P.21,306$344,519New13F
&PARTNERS21,224$343,185+43%13F
Comprehensive Money Management Services LLC21,095$341,106+0%13F
Integrated Wealth Concepts LLC20,982$339,277+17%13F
JANE STREET GROUP, LLC20,707$334,832New13F
SCHNIEDERS CAPITAL MANAGEMENT, LLC.20,150$325,826-1%13F
Intellus Advisors LLC20,000$323,400+0%13F
MGO ONE SEVEN LLC19,868$321,258+12%13F
IHT Wealth Management, LLC18,594$300,667-3%13F
BRANDYWINE OAK PRIVATE WEALTH LLC18,000$291,060+0%13F
Gridiron Partners, LLC16,587$268,212-40%13F
Kestra Advisory Services, LLC16,544$267,516-14%13F
COMMONS CAPITAL, LLC16,192$261,817+1%13F
MELFA WEALTH MANAGEMENT, INC.15,040$243,193+0%13F
Mezzasalma Advisors, LLC14,734$238,247+1%13F
DELTA FINANCIAL ADVISORS LLC12,980$209,887-24%13F
Sanctuary Advisors, LLC12,138$196,271-5%13F
Advisory Services Network, LLC12,000$194,040+7%13F
Arax Advisory Partners11,900$192,425New13F
Carl P. Sherr & Co., LLC11,810$190,968New13F
MML INVESTORS SERVICES, LLC11,514$186,176New13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP11,513$186,165-70%13F
SIMON QUICK ADVISORS, LLC11,432$184,855New13F
NWAM LLC11,283$182,446+2%13F
FIFTH THIRD BANCORP11,243$181,799+0%13F
Arkadios Wealth Advisors10,728$173,474+0%13F
Palogic Value Management, L.P.10,500$169,785+0%13F
WealthTrust Axiom LLC10,259$165,888+0%13F
Focused Wealth Management, Inc10,249$165,730-99%13F
Bryn Mawr Trust Advisors, LLC10,072$162,863-15%13F
NATIONAL BANK OF CANADA /FI/9,847$158,931+3%13F
SIT INVESTMENT ASSOCIATES INC7,890,277$127,586+6%13F
HARBOUR INVESTMENTS, INC.7,786$125,902+0%13F
Caitlin John, LLC6,309$102,022+11%13F
HOLLENCREST CAPITAL MANAGEMENT5,830$94,264+2%13F
Global Retirement Partners, LLC5,780$93,463New13F
Atlantic Union Bankshares Corp5,700$92,169-27%13F
Clear Street Group Inc.4,536$73,347New13F
GILL CAPITAL PARTNERS, LLC3,426$55,398+0%13F
Steward Partners Investment Advisory, LLC3,322$53,717-91%13F
TRUST CO OF TOLEDO NA /OH/3,221$52,084+0%13F
Farther Finance Advisors, LLC3,150$50,936-50%13F
PRIVATE TRUST CO NA2,800$45,276+0%13F
North Star Investment Management Corp.2,113$34,175+0%13F
Fairscale Capital, LLC1,894$30,626+0%13F
US BANCORP \DE\1,790$28,944New13F

Questions and answers

How many institutions hold BlackRock Taxable Municipal Bond Trust?
119 managers reported BlackRock Taxable Municipal Bond Trust on Form 13F for the quarter ended 30 June 2026, against 122 the quarter before.
Who is the largest institutional holder of BlackRock Taxable Municipal Bond Trust?
MORGAN STANLEY, with 5,273,293 shares worth $85 million on its 13F for Q2 2026.
How many institutions bought or sold out of BlackRock Taxable Municipal Bond Trust in Q2 2026?
15 managers reported a new position and 18 reported none after holding it the quarter before.
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Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds BlackRock Taxable Municipal Bond Trust, Q2 2026", https://app.tamarly.ai/holders/blackrock-taxable-municipal-bond-trust, built from SEC EDGAR.

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