Ibex Wealth Advisors Nuveen Taxable Municipal Income Fund Transaction History

Ibex Wealth Advisors

$1.17 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	BUY	$14.72 - $16.66 $897 - $1,016	61 Added 0.53%	11,642 $186,000
Q3 2022 Oct 31, 2022	BUY	$15.37 - $18.72 $676 - $823	44 Added 0.38%	11,581 $182,000
Q2 2022 Aug 16, 2022	BUY	$16.35 - $19.88 $686 - $834	42 Added 0.37%	11,537 $205,000
Q1 2022 May 16, 2022	BUY	$18.92 - $22.58 $454 - $541	24 Added 0.21%	11,495 $230,000
Q4 2021 Feb 22, 2022	BUY	$22.02 - $23.12 $25,323 - $26,588	1,150 Added 11.14%	11,471 $260,000
Q3 2021 Nov 12, 2021	BUY	$22.79 - $23.69 $569 - $592	25 Added 0.24%	10,321 $236,000
Q2 2021 Aug 20, 2021	BUY	$22.42 - $23.4 $230,836 - $240,926	10,296 New	10,296 $241,000

Others Institutions Holding NBB

# of Institutions

81

Shares Held

11.7M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

3.53M
Shares

$54.1 Million
1.31% of portfolio
Morgan Stanley New York, NY

1.64M
Shares

$25.1 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

739K
Shares

$11.3 Million
0.02% of portfolio
Ubs Group Ag

616K
Shares

$9.44 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

574K
Shares

$8.79 Million
0.02% of portfolio

About Nuveen Taxable Municipal Income Fund

Ticker NBB
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Taxable Municipal Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of the United States. The fund also invests some portion of its portfolio in derivative instruments. It in...

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