Cresta Advisors, Ltd. NBB — NUVEEN TAXABLE MUNICPAL INM

Ownership history in Cresta Advisors, Ltd.  ·  14 quarters on record

AI Ownership Summary

Cresta Advisors, Ltd. reported NUVEEN TAXABLE MUNICPAL INM (NBB) in 14 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.26% in 2024 Q2. The latest visible filing shows NBB at 0.16% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cresta Advisors, Ltd.'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 Q2

NBB was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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 Cresta Advisors, Ltd. 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 28,463 — 0% 0.16% $449K 2026-07-22 $15.10
2026 Q1 UNCHANGED — — — 28,463 — 0% 0.18% $446K 2026-04-27 $15.27
2025 Q4 UNCHANGED — — — 28,463 — 0% 0.19% $450K 2026-02-03 $15.09
2025 Q3 UNCHANGED — — — 28,463 — 0% 0.21% $462K 2025-10-22 $15.37
2025 Q2 UNCHANGED — — — 28,463 — 0% 0.22% $450K 2025-07-16 $14.25
2025 Q1 UNCHANGED — — — 28,463 — 0% 0.24% $456K 2025-05-12 $13.89
2024 Q4 UNCHANGED — — — 28,463 — 0% 0.25% $473K 2025-02-03 $14.02
2024 Q3 UNCHANGED — — — 28,463 — 0% 0.25% $473K 2024-11-18 $13.69
2024 Q2 UNCHANGED — — — 28,463 — 0% 0.26% $441K 2024-08-13 $14.06
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NBB

As of 2026 Q3 — sorted by position size

Noble Wealth Management PBC 0.3% Gridiron Partners, LLC 0.08%

FAQ About Cresta Advisors, Ltd. and NBB

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

How long has Cresta Advisors, Ltd. reported owning NBB?

Cresta Advisors, Ltd. reported NBB across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported NBB position in Cresta Advisors, Ltd.'s portfolio?

The largest reported portfolio weight for NBB was 0.26% in 2024 Q2.

What is the latest reported NBB position on this page?

The most recent filing on this page is 2026 Q2, when Cresta Advisors, Ltd. reported 28,463 shares, equal to 0.16% of portfolio, with an estimated market value of $449K.

What does the chart on this NBB ownership page compare?

The chart compares Cresta Advisors, Ltd.'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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