Comprehensive Money Management Services LLC NBB — NUVEEN TAXABLE MUNICPAL INM

Ownership history in Comprehensive Money Management Services LLC  ·  6 quarters on record

AI Ownership Summary

Comprehensive Money Management Services LLC reported NUVEEN TAXABLE MUNICPAL INM (NBB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.25% in 2025 Q1. The latest visible filing shows NBB at 0.19% 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 Comprehensive Money Management Services LLC'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 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 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.

NBB stock page Comprehensive Money Management Services LLC fund profile Comprehensive Money Management Services LLC full holdings
How Comprehensive Money Management Services LLC held NBB — position size vs. price
% of Fund (quarterly)    NBB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 18,465 — 0% 0.19% $289K 2026-04-23 $15.71
2025 Q4 UNCHANGED — — — 18,465 — 0% 0.20% $292K 2026-01-22 $15.38
2025 Q3 REDUCED 7.5% -0.5% ✅ 18,465 -1,500 -7.5% 0.21% $300K 2025-10-24 $15.91
2025 Q2 ADDED — — — 19,965 +500 +2.6% 0.24% $316K 2025-07-24 $14.71
2025 Q1 ADDED — — — 19,465 +750 +4.0% 0.25% $312K 2025-04-22 $13.95
2024 Q4 INITIATED — — — 18,715 — — 0.23% $280K 2025-03-04 $14.88

🏢 Other funds also holding NBB

As of 2026 Q1 — sorted by position size

Eagle Bluffs Wealth Management LLC 3Y 5.47% Noble Wealth Management PBC 0.4% GILL CAPITAL PARTNERS, LLC 3Y 0.33% Integrity Wealth Partners, LLC 0.28% Cresta Advisors, Ltd. 3Y 0.18% Gridiron Partners, LLC 0.15% BCS Private Wealth Management, Inc. 0.13% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.05% Mayflower Financial Advisors, LLC 3Y 0.03% Focused Wealth Management, Inc 3Y 7Y 0.03%

FAQ About Comprehensive Money Management Services LLC and NBB

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

How long has Comprehensive Money Management Services LLC reported owning NBB?

Comprehensive Money Management Services LLC reported NBB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported NBB position in Comprehensive Money Management Services LLC's portfolio?

The largest reported portfolio weight for NBB was 0.25% in 2025 Q1.

What is the latest reported NBB position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Money Management Services LLC reported 18,465 shares, equal to 0.19% of portfolio, with an estimated market value of $289K.

What does the chart on this NBB ownership page compare?

The chart compares Comprehensive Money Management Services LLC'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.

How well did Comprehensive Money Management Services LLC time their NBB position?

Based on 13F filing dates vs. subsequent NBB price moves, Comprehensive Money Management Services LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on NBB relative to SPY over the holding period was -14.7%.

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