Funds holding BlackRock Taxable Municipal Bond Trust
5 funds declare a position · 2 ETFs and 3 other funds · 10.5M $ · US09248X1000
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II | 574,106 | 9.6M $ | 1.17 % | as of Feb 28, 2026 · Original filing |
| 2 | UVA Unconstrained Medium-Term Fixed Income ETF SPINNAKER ETF SERIES | 26,978 | 436.2K $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 3 | Sit Balanced Fund SIT MUTUAL FUNDS INC | 25,733 | 416.1K $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 4 | Multi-Hedge Strategies Fund Rydex Variable Trust | 143 | 2.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 5 | Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 53 | 857 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
123 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 5,218,645 | 84.4M $ | as of Mar 31, 2026 |
| Eagle Bluffs Wealth Management LLC | 2,202,048 | 35.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,128,853 | 18.3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,014,910 | 16.4M $ | as of Mar 31, 2026 |
| Focused Wealth Management, Inc | 812,411 | 13.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 803,371 | 13M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 725,342 | 11.7M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 718,198 | 11.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 696,617 | 11.3M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 682,858 | 11M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 402,903 | 6.5M $ | as of Mar 31, 2026 |
| M&T Bank Corp | 315,445 | 5.1M $ | as of Mar 31, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 233,622 | 3.8M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 178,814 | 2.9M $ | as of Mar 31, 2026 |
| 1607 Capital Partners, LLC | 163,212 | 2.6M $ | as of Mar 31, 2026 |
| Intellectus Partners, LLC | 156,237 | 2.5M $ | as of Mar 31, 2026 |
| Broyhill Asset Management, LLC | 152,530 | 2.5M $ | as of Mar 31, 2026 |
| BENJAMIN EDWARDS INC | 146,283 | 2.4M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 143,385 | 2.3M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 129,871 | 2.1M $ | as of Mar 31, 2026 |
| RIVERBRIDGE PARTNERS LLC | 117,511 | 1.9M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 92,010 | 1.5M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 91,314 | 1.5M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 91,131 | 1.5M $ | as of Mar 31, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | 77,234 | 1.2M $ | as of Mar 31, 2026 |