SEC 13F Intelligence

BBNBLACKROCK TAX MUNICPAL BD TR

CUSIP 09248X100 · Yahoo Finance ↗ · Google Finance ↗

Blackrock Tax Municpal Bd Tr (BBN) has 121 institutional holders in Filings Flow’s 13F database, together reporting 26.03M shares worth $421M as of Q1 2026. The largest reported holders are Sit Investment Associates Inc, Morgan Stanley, and Eagle Bluffs Wealth Management LLC.

Institutional Holders
121
Q1 2026
Reported Value
$421M
Ticker
BBN
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 86Q1 ’19Q2 ’19: 87Q3 ’19: 82Q4 ’19: 88Q1 ’20: 90Q1 ’20Q2 ’20: 97Q3 ’20: 102Q4 ’20: 116Q1 ’21: 118Q1 ’21Q2 ’21: 118Q3 ’21: 117Q4 ’21: 133Q1 ’22: 120Q1 ’22Q2 ’22: 122Q3 ’22: 108Q4 ’22: 114Q1 ’23: 114Q1 ’23Q2 ’23: 117Q3 ’23: 116Q4 ’23: 117Q1 ’24: 107Q1 ’24Q2 ’24: 117Q3 ’24: 120Q4 ’24: 116Q1 ’25: 115Q1 ’25Q2 ’25: 118Q3 ’25: 113Q4 ’25: 120Q1 ’26: 121Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $106MQ1 ’19Q2 ’19: $106MQ3 ’19: $135MQ4 ’19: $142MQ1 ’20: $116MQ1 ’20Q2 ’20: $194MQ3 ’20: $190MQ4 ’20: $240MQ1 ’21: $250MQ1 ’21Q2 ’21: $272MQ3 ’21: $277MQ4 ’21: $308MQ1 ’22: $253MQ1 ’22Q2 ’22: $226MQ3 ’22: $185MQ4 ’22: $187MQ1 ’23: $201MQ1 ’23Q2 ’23: $191MQ3 ’23: $207MQ4 ’23: $227MQ1 ’24: $233MQ1 ’24Q2 ’24: $237MQ3 ’24: $237MQ4 ’24: $264MQ1 ’25: $290MQ1 ’25Q2 ’25: $392MQ3 ’25: $408MQ4 ’25: $408MQ1 ’26: $421MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
SIT INVESTMENT ASSOCIATES INC$4.9B AUM2.45%$121M7.46MQ1 2026
MORGAN STANLEY$1.66T AUM0.01%$84M5.22MQ1 2026
Eagle Bluffs Wealth Management LLC$257M AUM13.87%$36M2.20MQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$18M1.13MQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$16M1.01MQ1 2026
Focused Wealth Management, Inc$964M AUM1.36%$13M812.4KQ1 2026
UBS Group AG$666.3B AUM0.00%$13M803.4KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$12M725.3KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$12M718.2KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$11M696.6KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$11M682.9KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$7M402.9KQ1 2026
M&T BANK CORP$29.2B AUM0.02%$5M315.4KQ1 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM0.19%$4M233.6KQ1 2026
NorthCoast Asset Management LLC$4.3B AUM0.01%$3M177.6KQ3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$3M178.8KQ1 2026
StoneX Group Inc.$1.9B AUM0.12%$3M175.4KQ4 2025OLDER
1607 Capital Partners, LLC$1.4B AUM0.19%$3M163.2KQ1 2026
Intellectus Partners, LLC$490M AUM0.52%$3M156.2KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M152.1KQ4 2025OLDER
Broyhill Asset Management, LLC$108M AUM2.28%$2M152.5KQ1 2026
BENJAMIN EDWARDS INC$10.1B AUM0.02%$2M146.3KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$2M143.4KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M129.9KQ1 2026
RIVERBRIDGE PARTNERS LLC$3.6B AUM0.05%$2M117.5KQ1 2026
PARK AVENUE SECURITIES LLC$12.8B AUM0.01%$2M112.0KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$2M109.3KQ4 2025OLDER
Fiera Capital Corp$29.2B AUM0.00%$2M91.3KQ3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M92.0KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M91.3KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M91.1KQ1 2026
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.01%$1M86.5KQ2 2025OLDER
PRIMORIS WEALTH ADVISORS, LLC$143M AUM0.88%$1M77.2KQ1 2026
Rareview Capital LLC$171M AUM0.73%$1M76.8KQ1 2026
Noble Wealth Management PBC$223M AUM0.60%$1M73.8KQ1 2026
PETRA FINANCIAL ADVISORS INC$162M AUM0.71%$1M71.4KQ1 2026
Apexium Financial, LP$2.1B AUM0.05%$1M66.5KQ3 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$1M66.9KQ1 2026
Lifetime Wealth Management P.C.$176M AUM0.57%$999,45561.8KQ1 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.01%$994,62561.5KQ1 2026
FIRST NATIONAL BANK SIOUX FALLS$366M AUM0.30%$970,20458.4KQ3 2025OLDER
Janney Montgomery Scott LLC$40.4B AUM0.00%$918,00056.8KQ1 2026
NATURAL INVESTMENTS, LLC$405M AUM0.22%$907,00056.1KQ1 2026
Savvy Advisors, Inc.$3.7B AUM0.02%$843,03752.1KQ1 2026
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.04%$824,33949.7KQ3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$780,75948.3KQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$751,16146.5KQ1 2026
Integrity Wealth Partners, LLC$111M AUM0.65%$717,05944.3KQ1 2026
WEDBUSH SECURITIES INC$3.4B AUM0.02%$714,00044.2KQ1 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$710,59143.9KQ1 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM0.43%$634,91539.3KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$627,04038.8KQ1 2026
Walker Asset Management, LLC$185M AUM0.32%$588,92636.4KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$585,96136.2KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$584,28736.1KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$582,62435.7KQ4 2025OLDER
Addison Capital Co$562M AUM0.10%$579,46835.8KQ1 2026
Westview Management dba Westview Investment Advisors$192M AUM0.30%$577,19935.7KQ1 2026
Calamos Advisors LLC$28.2B AUM0.00%$570,80834.4KQ3 2025OLDER
Oder Investment Management, LLC$130M AUM0.44%$568,40635.2KQ1 2026
SEVEN MILE ADVISORY$139M AUM0.10%$567,41634.8KQ4 2025OLDER
ACCESS FINANCIAL SERVICES, INC.$282M AUM0.19%$546,31633.8KQ1 2026
Logan Stone Capital, LLC$360M AUM0.15%$536,99033.2KQ1 2026
New England Private Wealth Advisors LLC$866M AUM0.06%$536,20133.2KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$535,55133.1KQ1 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.03%$501,53030.7KQ4 2025OLDER
INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM0.31%$465,11528.8KQ1 2026
Gridiron Partners, LLC$164M AUM0.27%$448,97627.8KQ1 2026
Coquina Private Wealth LLC$124M AUM0.35%$439,42427.2KQ1 2026
Koshinski Asset Management, Inc.$1.6B AUM0.02%$399,67424.7KQ1 2026
D.A. DAVIDSON & CO.$16.5B AUM0.00%$389,39424.1KQ1 2026
B. Riley Wealth Advisors, Inc.$1.6B AUM0.02%$375,23423.9KQ1 2026
IBEX WEALTH ADVISORS$1.1B AUM0.03%$363,64922.5KQ1 2026
SCHNIEDERS CAPITAL MANAGEMENT LLC$570M AUM0.06%$354,82322.0KQ2 2025OLDER
HRT FINANCIAL LP$40.1B AUM0.00%$354,00021.7KQ4 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$346,26421.4KQ1 2026
Comprehensive Money Management Services LLC$152M AUM0.22%$341,10621.1KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$333,10120.4KQ4 2025OLDER
Rinkey Investments$391M AUM0.09%$332,85920.6KQ1 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM0.05%$329,86820.4KQ1 2026
Intellus Advisors LLC$732M AUM0.04%$323,40020.0KQ1 2026
XTX Topco Ltd$5.8B AUM0.01%$314,26419.4KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$310,60919.2KQ1 2026
IHT Wealth Management, LLC$4.3B AUM0.01%$308,70219.1KQ1 2026
BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM0.02%$291,06018.0KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.00%$290,62318.0KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$289,51318.0KQ2 2025OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$286,29817.7KQ1 2026
DELTA FINANCIAL ADVISORS LLC$384M AUM0.07%$274,56717.0KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$266,27316.5KQ2 2025OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$259,47515.6KQ3 2025OLDER
COMMONS CAPITAL, LLC$120M AUM0.22%$259,09916.0KQ1 2026
MELFA WEALTH MANAGEMENT, INC.$174M AUM0.14%$243,19315.0KQ1 2026
&PARTNERS$20.2B AUM0.00%$240,05514.8KQ1 2026
Mezzasalma Advisors, LLC$391M AUM0.06%$234,99614.5KQ1 2026
EP Wealth Advisors, LLC$20.3B AUM0.00%$225,87814.0KQ2 2025OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$219,00013.5KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$217,45413.4KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$212,07813.0KQ4 2025OLDER
Patten Group, Inc.$575M AUM0.04%$210,28912.7KQ3 2025OLDER
Farmers & Merchants Trust Co of Chambersburg PA$367M AUM0.06%$208,00012.9KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$207,05712.8KQ1 2026
Seelaus Asset Management LLC$142M AUM0.15%$205,92512.7KQ1 2026
ASHTON THOMAS SECURITIES, LLC$797M AUM0.04%$197,47212.1KQ4 2025OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.02%$195,93012.2KQ2 2025OLDER
Generation Capital Management LLC$137M AUM0.14%$192,95811.6KQ3 2025OLDER
Carl P. Sherr & Co., LLC$213M AUM0.09%$192,50311.8KQ4 2025OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$191,55811.7KQ4 2025OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.01%$191,13211.8KQ1 2026
PURSUIT WEALTH STRATEGIES, LLC$72M AUM0.26%$189,96511.7KQ1 2026
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM0.04%$182,78411.2KQ4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$181,91311.3KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$181,07211.2KQ1 2026
Arete Wealth Advisors, LLC$1.3B AUM0.01%$180,00011.0KQ4 2025OLDER
NWAM LLC$1.7B AUM0.01%$178,24211.0KQ1 2026
Arkadios Wealth Advisors$6.1B AUM0.00%$173,28910.7KQ1 2026
COMERICA BANK$25.1B AUM0.00%$171,89910.5KQ4 2025OLDER
LexAurum Advisors, LLC$771M AUM0.02%$170,83610.6KQ1 2026
Palogic Value Management, L.P.$237M AUM0.07%$169,78510.5KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$166,12210.3KQ1 2026
WealthTrust Axiom LLC$406M AUM0.04%$165,88810.3KQ1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$154,5129.6KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$135,6368.3KQ4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$125,9027.8KQ1 2026
Atlantic Union Bankshares Corp$5.2B AUM0.00%$125,7227.8KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$101,3576.3KQ1 2026
Opal Wealth Advisors, LLC$442M AUM0.02%$100,7406.2KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$96,5386.0KQ1 2026
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$92,5565.7KQ1 2026
Caitlin John, LLC$167M AUM0.06%$91,9915.7KQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$69,4184.3KQ1 2026
Elequin Capital, LP$1.2B AUM0.01%$60,5743.8KQ2 2025OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.02%$55,3983.4KQ1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$52,2243.2KQ4 2025OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$52,0843.2KQ1 2026
EASTERN BANK$6.5B AUM0.00%$48,5103.0KQ1 2026
Hamrick Investment Counsel, llc$180M AUM0.03%$48,5103.0KQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$45,2762.8KQ1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$40,8002.5KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$38,8082.4KQ1 2026
Garton & Associates Financial Advisors LLC$122M AUM0.02%$36,4922.2KQ4 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$34,1752.1KQ1 2026
Fairscale Capital, LLC$145M AUM0.02%$30,6261.9KQ1 2026
Jackson, Grant Investment Advisers, Inc.$300M AUM0.01%$16,6001.0KQ3 2025OLDER
Fortis Group Advisors, LLC$605M AUM0.00%$16,1701.0KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$16,1701.0KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$13,624870Q1 2026
Kilter Group LLC$232M AUM0.01%$12,790784Q4 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$12,450750Q3 2025OLDER
First Horizon Advisors, Inc.$3.8B AUM0.00%$12,083750Q2 2025OLDER
Grove Bank & Trust$1.0B AUM0.00%$12,083750Q2 2025OLDER
Kentucky Trust Co$191M AUM0.01%$11,966740Q1 2026
NBC SECURITIES, INC.$1.3B AUM0.00%$11,591716Q1 2026
Concord Wealth Partners$770M AUM0.00%$10,069625Q2 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$7,684477Q2 2025OLDER
Princeton Global Asset Management LLC$613M AUM0.00%$6,468400Q1 2026
DUNCKER STREETT & CO INC$526M AUM0.00%$5,385333Q1 2026
Allworth Financial LP$24.7B AUM0.00%$4,851300Q1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$4,851300Q1 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$3,770231Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3,222200Q2 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1,46088Q3 2025OLDER
Community Financial Services Group, LLC$686M AUM0.00%$1,19574Q1 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1338Q3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$1137Q1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$231Q1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$111Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.