Triad Investment Management - BLACKROCK TAX MUNICPAL BD TR ownership

BLACKROCK TAX MUNICPAL BD TR's ticker is BBN and the CUSIP is 09248X100. A total of 123 filers reported holding BLACKROCK TAX MUNICPAL BD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Triad Investment Management ownership history of BLACKROCK TAX MUNICPAL BD TR
ValueSharesWeighting
Q2 2023$199,675
-7.4%
12,035
+0.0%
0.28%
-11.2%
Q1 2023$215,571
+3.7%
12,029
-2.5%
0.31%
-3.7%
Q4 2022$207,848
+2.4%
12,342
-0.0%
0.32%
-7.7%
Q3 2022$203,000
-53.0%
12,343
-45.2%
0.35%
-45.0%
Q2 2022$432,000
-12.9%
22,541
+0.0%
0.64%
+36.5%
Q1 2022$496,000
-16.8%
22,535
-1.0%
0.47%
-13.3%
Q4 2021$596,00022,7740.54%
Other shareholders
BLACKROCK TAX MUNICPAL BD TR shareholders Q3 2023
NameSharesValueWeighting ↓
WEST CHESTER CAPITAL ADVISORS, INC 1,329,486$32,413,00048.20%
Longer Investments Inc. 189,962$4,631,0005.09%
PENN MUTUAL LIFE INSURANCE CO 109,000$2,645,0001.91%
MERIDIAN INVESTMENT COUNSEL INC. 54,171$1,321,0000.90%
Peregrine Asset Advisers, Inc. 44,689$1,090,0000.72%
Advisory Services Network, LLC 56,275$1,372,0000.31%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 22,200$541,0000.30%
SignalPoint Asset Management, LLC 21,883$534,0000.22%
Baldwin Investment Management, LLC 20,450$499,0000.21%
FIRST FOUNDATION ADVISORS 121,857$2,971,0000.21%
View complete list of BLACKROCK TAX MUNICPAL BD TR shareholders