NBB β€” NUVEEN TAXABLE MUNICPAL INM

Ownership history in BCS Private Wealth Management, Inc.  Β·  4 quarters on record

AI Ownership Summary

BCS Private Wealth Management, Inc. reported NUVEEN TAXABLE MUNICPAL INM (NBB) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.24% in 2025 Q2. The latest visible filing shows NBB at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BCS Private Wealth Management, Inc.'s position in NUVEEN TAXABLE MUNICPAL INM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NBB was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BCS Private Wealth Management, Inc. held NBB β€” position size vs. price
% of Fund (quarterly)    NBB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 26,625 β€” 0% 0.13% $420K 2026-04-21 $15.77
2025 Q4 REDUCED 26,625 -14,230 -34.8% 0.14% $421K 2026-01-26 $15.48
2025 Q3 UNCHANGED 40,855 β€” 0% 0.24% $667K 2025-10-28 $15.98
2025 Q2 INITIATED 40,855 β€” β€” 0.24% $650 2025-08-14 $15.01

FAQ About BCS Private Wealth Management, Inc. and NBB

These are the practical questions this page is built to answer before you even open the full history table.

How long has BCS Private Wealth Management, Inc. reported owning NBB?

BCS Private Wealth Management, Inc. reported NBB across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported NBB position in BCS Private Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for NBB was 0.24% in 2025 Q2.

What is the latest reported NBB position on this page?

The most recent filing on this page is 2026 Q1, when BCS Private Wealth Management, Inc. reported 26,625 shares, equal to 0.13% of portfolio, with an estimated market value of $420K.

What does the chart on this NBB ownership page compare?

The chart compares BCS Private Wealth Management, Inc.'s quarterly NBB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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