Vault-13

BLACKROCK TAX MUNICPAL BD TR BBN

SHS · Closed-End Fund · CUSIP 09248X100

118 institutional holders +1 vs Q1 2025
24,321,71124.3m shares reported held*
$391.8mreported value*
11 new 30 added 42 reduced 9 sold out net bought ≈ $23.6m (+1.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $16.11.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 119Q4 22: 125Q1 23: 123Q2 23: 127Q3 23: 124Q4 23: 124Q1 24: 116Q2 24: 125Q3 24: 126Q4 24: 123Q1 25: 117Q2 25: 118118Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022119
Q4 2022125
Q1 2023123
Q2 2023127
Q3 2023124
Q4 2023124
Q1 2024116
Q2 2024125
Q3 2024126
Q4 2024123
Q1 2025117
Q2 2025118

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 54 bought or addedQ3 23: 51 cut or sold outQ4 23: 55 bought or addedQ4 23: 59 cut or sold outQ4 23Q1 24: 54 bought or addedQ1 24: 54 cut or sold outQ2 24: 57 bought or addedQ2 24: 49 cut or sold outQ2 24Q3 24: 60 bought or addedQ3 24: 53 cut or sold outQ4 24: 48 bought or addedQ4 24: 60 cut or sold outQ4 24Q1 25: 41 bought or addedQ1 25: 55 cut or sold outQ2 25: 41 bought or addedQ2 25: 51 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235451
Q4 20235559
Q1 20245454
Q2 20245749
Q3 20246053
Q4 20244860
Q1 20254155
Q2 20254151

Biggest buyers

SIT INVESTMENT ASSOCIATES INC Added +815,786+815.8k
ROYAL BANK OF CANADA Added +513,759+513.8k
READYSTATE ASSET MANAGEMENT LP New +122,477+122.5k
MORGAN STANLEY Added +107,605+107.6k
1607 Capital Partners, LLC Added +90,100+90.1k
NorthCoast Asset Management LLC Added +53,163+53.2k
Eagle Bluffs Wealth Management LLC Added +52,203+52.2k
UBS Group AG Added +52,077+52.1k
RAYMOND JAMES FINANCIAL INC Added +48,679+48.7k
Corient Private Wealth LP New +46,261+46.3k

Biggest sellers

LPL Financial LLC Reduced -152,637-152.6k
AMERIPRISE FINANCIAL INC Reduced -99,285-99.3k
Apexium Financial, LP Reduced -52,867-52.9k
WEDBUSH SECURITIES INC Reduced -33,009-33.0k
OSAIC HOLDINGS, INC. Reduced -27,292-27.3k
Intellectus Partners, LLC Reduced -23,425-23.4k
WELLS FARGO & COMPANY/MN Reduced -21,575-21.6k
ROBINSON CAPITAL MANAGEMENT, LLC Sold out -20,692-20.7k
Atria Wealth Solutions, Inc. Sold out -19,866-19.9k
PRIMORIS WEALTH ADVISORS, LLC Reduced -19,500-19.5k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
SIT INVESTMENT ASSOCIATES INC 13G · institution filed 2025-10-02 10.2% 6.3m≈ $102.2m 2025-10-02

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 1 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20241$1640——
Q1 20250—0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 2.06% of their portfolio Minneapolis, MN 5,977,3746.0m $96.3m $96.3m 2.06% Added +815.8k +815,786
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,989,7305.0m $80.4m $80.4m 0.01% Added +107.6k +107,605
3 Eagle Bluffs Wealth Management LLC 14.56% of their portfolio COLUMBIA, MO 1,899,8941.9m $30.6m $30.6m 14.56% Added +52.2k +52,203
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,159,9841.2m $18.7m $18.7m 0.00% Added +52.1k +52,077
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,076,2741.1m $17.3m $17.3m 0.00% Added +513.8k +513,759
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 899,059899.1k $14.5m $14.5m 0.00% Added +48.7k +48,679
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 772,393772.4k $12.4m $12.4m 0.00% Added +26.4k +26,369
8 Focused Wealth Management, Inc 1.30% of their portfolio Newburgh, NY 662,967663.0k $10.7m $10.7m 1.30% Added +32.9k +32,941
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 661,412661.4k $10.7m $10.7m 0.00% Reduced -10.2k -10,232
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 637,629637.6k $10.3m $10.3m 0.00% Reduced -21.6k -21,575
11 M&T Bank Corp 0.03% of their portfolio BUFFALO, NY 611,471611.5k $9.9m $9.9m 0.03% Reduced -17.8k -17,767
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 595,235595.2k $9.6m $9.6m 0.00% Reduced -152.6k -152,637
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 398,092398.1k $6.4m $6.4m 0.00% Reduced -99.3k -99,285
14 1607 Capital Partners, LLC 0.32% of their portfolio Richmond, VA 242,000242.0k $3.9m $3.9m 0.32% Added +90.1k +90,100
15 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 200,683200.7k $3.2m $3.2m 0.01% Reduced -27.3k -27,292
16 StoneX Group Inc. 0.15% of their portfolio NEW YORK, NY 193,060193.1k $3.1m $3.1m 0.15% Added +4.1k +4,094
17 Intellectus Partners, LLC 0.61% of their portfolio SAN FRANCISCO, CA 176,243176.2k $2.8m $2.8m 0.61% Reduced -23.4k -23,425
18 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 175,808175.8k $2.8m $2.8m 0.01% Added +53.2k +53,163
19 Broyhill Asset Management, LLC 2.47% of their portfolio CHARLOTTE, NC 168,948168.9k $2.7m $2.7m 2.47% Reduced -4.0k -4,000
20 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 150,660150.7k $2.4m $2.4m 0.00% Reduced -1.3k -1,278
21 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 127,193127.2k $2.0m $2.0m 0.01% Reduced -2.4k -2,376
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 126,749126.7k $2.0m $2.0m 0.00% Reduced -2.0k -2,043
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 124,149124.1k $2.0m $2.0m 0.00% Reduced -5.9k -5,912
24 READYSTATE ASSET MANAGEMENT LP 0.08% of their portfolio CHICAGO, IL 122,477122.5k $2.0m $2.0m 0.08% New
25 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 118,574118.6k $1.9m $1.9m 0.02% Added +9.7k +9,707
26 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 114,280114.3k $1.8m $1.8m 0.02% Reduced -3.2k -3,216
27 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 86,45786.5k $1.4m $1.4m 0.01% Added +6.6k +6,617
28 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 78,81178.8k $1.3m $1.3m 0.00% Reduced -1.8k -1,820
29 PRIMORIS WEALTH ADVISORS, LLC 0.86% of their portfolio North Palm Beach, FL 78,23378.2k $1.3m $1.3m 0.86% Reduced -19.5k -19,500
30 Apexium Financial, LP 0.06% of their portfolio Dallas, TX 75,44375.4k $1.2m $1.2m 0.06% Reduced -52.9k -52,867
31 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 68,64468.6k $1.1m $1.1m 0.00% Added +4.0k +4,005
32 Savvy Advisors, Inc. 0.07% of their portfolio NEW YORK, NY 61,68361.7k $993.7k $993.7k 0.07% Reduced -707 -707
33 FIRST NATIONAL BANK SIOUX FALLS 0.35% of their portfolio SIOUX FALLS, SD 58,44658.4k $941.6k $941.6k 0.35% Unchanged
34 ORLEANS CAPITAL MANAGEMENT CORP/LA 0.47% of their portfolio MANDEVILLE, LA 55,49555.5k $894.0k $894.0k 0.47% Added +575 +575
35 Addison Capital Co 0.30% of their portfolio Conshohocken, PA 53,47553.5k $861.5k $861.5k 0.30% Added +2.6k +2,611
36 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 51,53951.5k $830.3k $830.3k 0.01% Added +1.8k +1,809
37 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 51,51151.5k $829.8k $829.8k 0.00% Added +584 +584
38 RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio MINNEAPOLIS, MN 50,19450.2k $808.6k $808.6k 0.01% Added +1.3k +1,252
39 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 46,26146.3k $745.3k $745.3k 0.00% New
40 NATURAL INVESTMENTS, LLC 0.19% of their portfolio WINDSOR, CA 46,02246.0k $741.0k $741.0k 0.19% Added +210 +210
41 Walker Asset Management, LLC 0.41% of their portfolio SPRINGFIELD, MO 44,12144.1k $710.8k $710.8k 0.41% Reduced -2.5k -2,516
42 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 41,48041.5k $668.2k $668.2k 0.01% Reduced -135 -135
43 ACCESS FINANCIAL SERVICES, INC. 0.24% of their portfolio MINNEAPOLIS, MN 39,31339.3k $633.3k $633.3k 0.24% Reduced -2.5k -2,456
44 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 38,05038.0k $613.0k $613.0k 0.02% Reduced -33.0k -33,009
45 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 37,78037.8k $608.6k $608.6k 0.00% Added +3.4k +3,421
46 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 37,64137.6k $606.4k $606.4k 0.00% Unchanged
47 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 36,30236.3k $585.0k $585.0k 0.00% Reduced -4.9k -4,910
48 Oder Investment Management, LLC 0.42% of their portfolio WOODLAND HILLS, CA 34,40234.4k $554.2k $554.2k 0.42% Reduced -14.2k -14,152
49 Gridiron Partners, LLC 0.31% of their portfolio Wexford, PA 30,53130.5k $491.9k $491.9k 0.31% Unchanged
50 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 29,07429.1k $468.4k $468.4k 0.00% Reduced -3 -3
51 Caitlin John, LLC 0.42% of their portfolio BRIGHTON, MI 28,75128.8k $463.2k $463.2k 0.42% Reduced -10.9k -10,929
52 IBEX WEALTH ADVISORS 0.05% of their portfolio BEDMINSTER, NJ 27,17527.2k $437.8k $437.8k 0.05% Added +37 +37
53 INTEGRATED CAPITAL MANAGEMENT, INC. 0.31% of their portfolio JESSUP, PA 25,20525.2k $406.1k $406.1k 0.31% Reduced -498 -498
54 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 25,06425.1k $403.8k $403.8k 0.00% Unchanged
55 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 23,89023.9k $384.9k $384.9k 0.00% Reduced -2.1k -2,078
56 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 23,12323.1k $372.5k $372.5k 0.01% Reduced -1.1k -1,093
57 SCHNIEDERS CAPITAL MANAGEMENT LLC 0.06% of their portfolio PASADENA, CA 22,02522.0k $354.8k $354.8k 0.06% Unchanged
58 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 21,20421.2k $341.6k $341.6k 0.00% Reduced -7.2k -7,224
59 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,67620.7k $333.1k $333.1k 0.00% Reduced -17.2k -17,204
60 Intellus Advisors LLC 0.05% of their portfolio NAPLES, FL 20,00020.0k $322.2k $322.2k 0.05% Unchanged
61 Comprehensive Money Management Services LLC 0.24% of their portfolio CORAL GABLES, FL 19,84519.8k $319.7k $319.7k 0.24% Unchanged
62 MERIDIAN INVESTMENT COUNSEL INC. 0.08% of their portfolio LAFAYETTE, CA 19,00019.0k $306.1k $306.1k 0.08% Unchanged
63 U.S. Capital Wealth Advisors, LLC 0.01% of their portfolio AUSTIN, TX 18,63118.6k $300.1k $300.1k 0.01% Unchanged
64 COMERICA BANK 0.00% of their portfolio DALLAS, TX 18,04418.0k $290.7k $290.7k 0.00% Reduced -2.1k -2,130
65 BRANDYWINE OAK PRIVATE WEALTH LLC 0.03% of their portfolio Kennett Square, PA 18,00018.0k $290.0k $290.0k 0.03% Unchanged
66 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,97118.0k $289.5k $289.5k 0.00% New
67 LexAurum Advisors, LLC 0.04% of their portfolio OVERLAND PARK, KS 17,68117.7k $284.8k $284.8k 0.04% Reduced -214 -214
68 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 17,00017.0k $273.9k $273.9k 0.00% Reduced -2.0k -2,000
69 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 16,59116.6k $267.3k $267.3k 0.02% Reduced -504 -504
70 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 16,52816.5k $266.3k $266.3k 0.00% Reduced -952 -952
71 Mezzasalma Advisors, LLC 0.07% of their portfolio TINTON FALLS, NJ 15,28915.3k $246.3k $246.3k 0.07% Added +185 +185
72 MELFA WEALTH MANAGEMENT, INC. 0.15% of their portfolio WESTBOROUGH, MA 15,04015.0k $242.3k $242.3k 0.15% Unchanged
73 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 14,02114.0k $225.9k $225.9k 0.00% New
74 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 13,59413.6k $219.0k $219.0k 0.00% New
75 Patten Group, Inc. 0.04% of their portfolio CHATTANOOGA, TN 13,22313.2k $213.0k $213.0k 0.04% Unchanged
76 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 13,16313.2k $212.1k $212.1k 0.00% New
77 Bryn Mawr Trust Advisors, LLC 0.01% of their portfolio PHILADELPHIA, PA 12,99413.0k $209.3k $209.3k 0.01% Reduced -1.4k -1,428
78 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,89312.9k $207.2k $207.2k 0.00% Reduced -269 -269
79 Farmers & Merchants Trust Co of Chambersburg PA 0.07% of their portfolio CHAMBERSBURG, PA 12,88212.9k $208.0k $208.0k 0.07% Unchanged
80 Capital Investment Advisory Services, LLC 0.02% of their portfolio RALEIGH, NC 12,16212.2k $195.9k $195.9k 0.02% Added +1.7k +1,655
81 ASHTON THOMAS SECURITIES, LLC 0.05% of their portfolio ROCHESTER, NY 12,10012.1k $194.9k $194.9k 0.05% Reduced -6.0k -6,000
82 Carl P. Sherr & Co., LLC 0.10% of their portfolio WORCESTER, MA 11,81011.8k $190.3k $190.3k 0.10% Unchanged
83 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 11,63611.6k $187.5k $187.5k 0.01% Added +49 +49
84 Generation Capital Management LLC 0.15% of their portfolio PITTSFORD, NY 11,62411.6k $187.3k $187.3k 0.15% Unchanged
85 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 11,60011.6k $187.8k $187.8k 0.00% Added +600 +600
86 Palogic Value Management, L.P. 0.07% of their portfolio DALLAS, TX 10,50010.5k $169.2k $169.2k 0.07% Unchanged
87 WealthTrust Axiom LLC 0.05% of their portfolio WAYNE, PA 10,25910.3k $165.3k $165.3k 0.05% New
88 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 10,17710.2k $164.0k $164.0k 0.00% Added +7.7k +7,733
89 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 8,7478.7k $140.7k $140.7k 0.00% Reduced -1 -1
90 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 8,3118.3k $133.9k $133.9k 0.00% First filing
91 Opal Wealth Advisors, LLC 0.03% of their portfolio JERICHO, NY 6,2306.2k $100.4k $100.4k 0.03% Unchanged
92 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 5,4305.4k $87.5k $87.5k 0.00% Added +91 +91
93 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,3004.3k $69.3k $69.3k 0.00% Added +4.0k +4,000
94 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 3,7603.8k $60.6k $60.6k 0.01% New
95 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,3173.3k $53.4k $53.4k 0.00% Reduced -183 -183
96 TRUST CO OF TOLEDO NA /OH/ 0.01% of their portfolio HOLLAND, OH 3,2213.2k $51.9k $51.9k 0.01% New
97 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,1003.1k $49.9k $49.9k 0.00% Unchanged
98 EASTERN BANK 0.00% of their portfolio BOSTON, MA 3,0003.0k $48.3k $48.3k 0.00% Unchanged
99 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 2,8002.8k $45.1k $45.1k 0.00% Unchanged
100 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 2,5102.5k $40.4k $40.4k 0.00% Reduced -10 -10