Successful Portfolios LLC - BLACKROCK TAX MUNICPAL BD TR ownership

BLACKROCK TAX MUNICPAL BD TR's ticker is BBN and the CUSIP is 09248X100. A total of 128 filers reported holding BLACKROCK TAX MUNICPAL BD TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of BLACKROCK TAX MUNICPAL BD TR
ValueSharesWeighting
Q3 2023$153,874
-8.6%
10,1500.0%0.14%
-6.2%
Q2 2023$168,389
-7.4%
10,1500.0%0.14%
+27.2%
Q1 2023$181,888
+4.5%
10,150
-1.9%
0.11%
+0.9%
Q4 2022$174,000
-13.0%
10,350
-14.8%
0.11%
-22.1%
Q3 2022$200,000
-14.2%
12,1500.0%0.14%
-7.6%
Q2 2022$233,000
-13.1%
12,1500.0%0.16%
+2.6%
Q1 2022$268,000
-15.7%
12,1500.0%0.15%
-11.6%
Q4 2021$318,000
+1.0%
12,150
-0.8%
0.17%
-8.0%
Q3 2021$315,000
-0.3%
12,2500.0%0.19%
-2.1%
Q2 2021$316,000
+4.6%
12,2500.0%0.19%
-3.5%
Q1 2021$302,000
-8.5%
12,2500.0%0.20%
-16.0%
Q4 2020$330,000
+3.8%
12,2500.0%0.24%
-6.7%
Q3 2020$318,000
+4.3%
12,2500.0%0.25%
-5.2%
Q2 2020$305,000
+14.2%
12,2500.0%0.27%
-0.7%
Q1 2020$267,000
+1.1%
12,250
+12.8%
0.27%
+14.9%
Q4 2019$264,000
-12.9%
10,864
-11.3%
0.24%
-17.5%
Q3 2019$303,000
+3.4%
12,250
-0.8%
0.28%
-9.2%
Q2 2019$293,000
+5.8%
12,3500.0%0.31%
+3.6%
Q1 2019$277,000
+6.5%
12,3500.0%0.30%
-8.7%
Q4 2018$260,000
-0.8%
12,3500.0%0.33%
+16.5%
Q3 2018$262,000
-4.0%
12,3500.0%0.28%
-10.7%
Q2 2018$273,000
-3.5%
12,350
-1.6%
0.32%
-7.3%
Q1 2018$283,000
-6.6%
12,550
-3.8%
0.34%
-8.5%
Q4 2017$303,00013,0500.38%
Other shareholders
BLACKROCK TAX MUNICPAL BD TR shareholders Q1 2022
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