Vault-13

BLACKROCK TAX MUNICPAL BD TR BBN

SHS · Closed-End Fund · CUSIP 09248X100

122 institutional holders +1 vs Q4 2025
26,082,56026.1m shares reported held*
$421.0mreported value*
19 new 45 added 30 reduced 17 sold out net bought ≈ $16.2m (+774.4k 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 ≈ $16.14.

Trends to Q1 2026

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: 118Q3 25: 117Q4 25: 121Q1 26: 122122Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025117
Q4 2025121
Q1 2026122

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 57 bought or addedQ2 24: 49 cut or sold outQ3 24: 60 bought or addedQ3 24: 53 cut or sold outQ3 24Q4 24: 48 bought or addedQ4 24: 60 cut or sold outQ1 25: 41 bought or addedQ1 25: 55 cut or sold outQ1 25Q2 25: 41 bought or addedQ2 25: 51 cut or sold outQ3 25: 47 bought or addedQ3 25: 47 cut or sold outQ3 25Q4 25: 49 bought or addedQ4 25: 55 cut or sold outQ1 26: 64 bought or addedQ1 26: 47 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245749
Q3 20246053
Q4 20244860
Q1 20254155
Q2 20254151
Q3 20254747
Q4 20254955
Q1 20266447

Biggest buyers

SIT INVESTMENT ASSOCIATES INC Added +769,256+769.3k
RIVERNORTH CAPITAL MANAGEMENT, LLC New +233,622+233.6k
1607 Capital Partners, LLC New +163,212+163.2k
Invesco Ltd. Added +134,572+134.6k
Eagle Bluffs Wealth Management LLC Added +89,793+89.8k
Rareview Capital LLC New +76,836+76.8k
PETRA FINANCIAL ADVISORS INC New +71,390+71.4k
RIVERBRIDGE PARTNERS LLC Added +60,739+60.7k
RAYMOND JAMES FINANCIAL INC Added +40,131+40.1k
Focused Wealth Management, Inc Added +35,989+36.0k

Biggest sellers

J.W. COLE ADVISORS, INC. Sold out -228,924-228.9k
M&T Bank Corp Reduced -181,792-181.8k
StoneX Group Inc. Sold out -175,352-175.4k
JANE STREET GROUP, LLC Sold out -152,064-152.1k
Corient Private Wealth LP Reduced -61,489-61.5k
LPL Financial LLC Reduced -40,102-40.1k
OSAIC HOLDINGS, INC. Reduced -38,971-39.0k
HighTower Advisors, LLC Reduced -36,362-36.4k
Balyasny Asset Management L.P. Sold out -35,700-35.7k
SEVEN MILE ADVISORY Sold out -34,768-34.8k

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 Q1 2026

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
101Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20240—0——
Q3 20240—0——
Q4 20241$1640——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 2.45% of their portfolio Minneapolis, MN 7,463,8227.5m $120.7m $120.7m 2.45% Added +769.3k +769,256
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 5,218,6455.2m $84.4m $84.4m 0.01% Added +4.9k +4,872
3 Eagle Bluffs Wealth Management LLC 13.87% of their portfolio COLUMBIA, MO 2,202,0482.2m $35.6m $35.6m 13.87% Added +89.8k +89,793
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,128,8531.1m $18.3m $18.3m 0.00% Added +26.8k +26,778
5 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,014,9101.0m $16.4m $16.4m 0.01% Added +40.1k +40,131
6 Focused Wealth Management, Inc 1.37% of their portfolio Newburgh, NY 812,411812.4k $13.1m $13.1m 1.37% Added +36.0k +35,989
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 803,371803.4k $13.0m $13.0m 0.00% Reduced -8.9k -8,926
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 725,342725.3k $11.7m $11.7m 0.00% Added +25.3k +25,346
9 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 718,198718.2k $11.6m $11.6m 0.00% Added +134.6k +134,572
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 696,617696.6k $11.3m $11.3m 0.00% Reduced -40.1k -40,102
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 682,858682.9k $11.0m $11.0m 0.00% Added +178 +178
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 402,903402.9k $6.5m $6.5m 0.00% Added +22.6k +22,612
13 M&T Bank Corp 0.02% of their portfolio BUFFALO, NY 315,445315.4k $5.1m $5.1m 0.02% Reduced -181.8k -181,792
14 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.19% of their portfolio WEST PALM BEACH, FL 233,622233.6k $3.8m $3.8m 0.19% New
15 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 178,814178.8k $2.9m $2.9m 0.00% Added +1.2k +1,158
16 1607 Capital Partners, LLC 0.19% of their portfolio Richmond, VA 163,212163.2k $2.6m $2.6m 0.19% New
17 Intellectus Partners, LLC 0.52% of their portfolio SAN FRANCISCO, CA 156,237156.2k $2.5m $2.5m 0.52% Reduced -21.6k -21,610
18 Broyhill Asset Management, LLC 2.42% of their portfolio CHARLOTTE, NC 152,530152.5k $2.5m $2.5m 2.42% Reduced -250 -250
19 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 146,283146.3k $2.4m $2.4m 0.02% Added +27.4k +27,381
20 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 143,385143.4k $2.3m $2.3m 0.00% Reduced -36.4k -36,362
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 129,871129.9k $2.1m $2.1m 0.00% Added +19.0k +19,034
22 RIVERBRIDGE PARTNERS LLC 0.05% of their portfolio MINNEAPOLIS, MN 117,511117.5k $1.9m $1.9m 0.05% Added +60.7k +60,739
23 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 111,998112.0k $1.8m $1.8m 0.01% Added +17.8k +17,817
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 92,01092.0k $1.5m $1.5m 0.00% Reduced -8.6k -8,563
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 91,31491.3k $1.5m $1.5m 0.00% Reduced -39.0k -38,971
26 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 91,13191.1k $1.5m $1.5m 0.00% Added +3.2k +3,216
27 PRIMORIS WEALTH ADVISORS, LLC 0.88% of their portfolio North Palm Beach, FL 77,23477.2k $1.2m $1.2m 0.88% Reduced -3.0k -2,999
28 Rareview Capital LLC 0.73% of their portfolio LAS VEGAS, NV 76,83676.8k $1.2m $1.2m 0.73% New
29 Noble Wealth Management PBC 0.61% of their portfolio GREENWOOD VILLAGE, CO 73,77273.8k $1.2m $1.2m 0.61% Added +19.5k +19,545
30 PETRA FINANCIAL ADVISORS INC 0.71% of their portfolio COLORADO SRPINGS, CO 71,39071.4k $1.2m $1.2m 0.71% New
31 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 66,87166.9k $1.1m $1.1m 0.00% Reduced -498 -498
32 Lifetime Wealth Management P.C. 0.57% of their portfolio ROCKWALL, TX 61,80961.8k $999.5k $999.5k 0.57% Added +353 +353
33 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 61,51161.5k $994.6k $994.6k 0.01% Reduced -374 -374
34 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 56,75456.8k $918.0k $918.0k 0.00% Added +7.4k +7,436
35 NATURAL INVESTMENTS, LLC 0.22% of their portfolio WINDSOR, CA 56,14856.1k $907.0k $907.0k 0.22% Added +6.8k +6,809
36 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 52,13652.1k $843.0k $843.0k 0.02% Reduced -2.0k -2,000
37 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 48,28448.3k $780.8k $780.8k 0.00% Added +5.4k +5,363
38 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 47,76147.8k $25.0k $25.0k 0.00% Reduced -61.5k -61,489
39 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 46,45446.5k $751.2k $751.2k 0.01% Added +6.5k +6,519
40 Integrity Wealth Partners, LLC 0.65% of their portfolio WALNUT CREEK, CA 44,34544.3k $717.1k $717.1k 0.65% First filing
41 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 44,17244.2k $714.0k $714.0k 0.02% Added +2.9k +2,862
42 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 43,94543.9k $710.6k $710.6k 0.00% Unchanged
43 ORLEANS CAPITAL MANAGEMENT CORP/LA 0.43% of their portfolio MANDEVILLE, LA 39,26539.3k $634.9k $634.9k 0.43% Unchanged
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 38,77838.8k $627.0k $627.0k 0.00% Reduced -2.3k -2,268
45 Walker Asset Management, LLC 0.32% of their portfolio SPRINGFIELD, MO 36,42136.4k $588.9k $588.9k 0.32% Unchanged
46 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 36,23836.2k $586.0k $586.0k 0.01% Reduced -5.4k -5,441
47 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 36,13436.1k $584.3k $584.3k 0.00% Reduced -7.5k -7,478
48 Addison Capital Co 0.10% of their portfolio Conshohocken, PA 35,83635.8k $579.5k $579.5k 0.10% Added +693 +693
49 Westview Management dba Westview Investment Advisors 0.30% of their portfolio BURLINGTON, VT 35,69635.7k $577.2k $577.2k 0.30% Reduced -8.2k -8,156
50 Oder Investment Management, LLC 0.44% of their portfolio WOODLAND HILLS, CA 35,15235.2k $568.4k $568.4k 0.44% Added +1.1k +1,097
51 ACCESS FINANCIAL SERVICES, INC. 0.19% of their portfolio MINNEAPOLIS, MN 33,78633.8k $546.3k $546.3k 0.19% Added +2 +2
52 Logan Stone Capital, LLC 0.15% of their portfolio CHICAGO, IL 33,20933.2k $537.0k $537.0k 0.15% Reduced -17.7k -17,740
53 New England Private Wealth Advisors LLC 0.06% of their portfolio WELLESLEY, MA 33,16033.2k $536.2k $536.2k 0.06% Added +594 +594
54 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 33,12033.1k $535.6k $535.6k 0.00% Reduced -10.7k -10,676
55 INTEGRATED CAPITAL MANAGEMENT, INC. 0.31% of their portfolio JESSUP, PA 28,76428.8k $465.1k $465.1k 0.31% Added +7.6k +7,623
56 Gridiron Partners, LLC 0.27% of their portfolio Wexford, PA 27,76627.8k $449.0k $449.0k 0.27% Reduced -4.8k -4,765
57 Coquina Private Wealth LLC 0.35% of their portfolio PORT CHARLOTTE, FL 27,17527.2k $439.4k $439.4k 0.35% Added +481 +481
58 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 24,71724.7k $399.7k $399.7k 0.02% Unchanged
59 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 24,08124.1k $389.4k $389.4k 0.00% Reduced -542 -542
60 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 23,91523.9k $375.2k $375.2k 0.02% New
61 IBEX WEALTH ADVISORS 0.03% of their portfolio BEDMINSTER, NJ 22,48922.5k $363.6k $363.6k 0.03% Added +130 +130
62 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 21,41421.4k $346.3k $346.3k 0.00% Reduced -477 -477
63 Comprehensive Money Management Services LLC 0.22% of their portfolio CORAL GABLES, FL 21,09521.1k $341.1k $341.1k 0.22% Added +1.2k +1,250
64 Rinkey Investments 0.09% of their portfolio San Diego, CA 20,58520.6k $332.9k $332.9k 0.09% Unchanged
65 SCHNIEDERS CAPITAL MANAGEMENT, LLC. 0.05% of their portfolio PASADENA, CA 20,40020.4k $329.9k $329.9k 0.05% Reduced -625 -625
66 Intellus Advisors LLC 0.04% of their portfolio NAPLES, FL 20,00020.0k $323.4k $323.4k 0.04% Reduced -300 -300
67 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 19,43519.4k $314.3k $314.3k 0.01% New
68 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 19,20919.2k $310.6k $310.6k 0.00% Added +4.9k +4,864
69 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 19,09119.1k $308.7k $308.7k 0.01% Unchanged
70 BRANDYWINE OAK PRIVATE WEALTH LLC 0.02% of their portfolio Kennett Square, PA 18,00018.0k $291.1k $291.1k 0.02% Unchanged
71 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 17,97318.0k $290.6k $290.6k 0.00% New
72 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 17,70517.7k $286.3k $286.3k 0.01% New
73 DELTA FINANCIAL ADVISORS LLC 0.07% of their portfolio Metairie, LA 16,98017.0k $274.6k $274.6k 0.07% Unchanged
74 COMMONS CAPITAL, LLC 0.22% of their portfolio NEEDHAM, MA 16,02316.0k $259.1k $259.1k 0.22% Added +5.9k +5,912
75 MELFA WEALTH MANAGEMENT, INC. 0.14% of their portfolio WESTBOROUGH, MA 15,04015.0k $243.2k $243.2k 0.14% Unchanged
76 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 14,84614.8k $240.1k $240.1k 0.00% Added +26 +26
77 Mezzasalma Advisors, LLC 0.06% of their portfolio TINTON FALLS, NJ 14,53314.5k $235.0k $235.0k 0.06% Added +196 +196
78 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,53613.5k $219.0k $219.0k 0.00% Added +440 +440
79 TWO SIGMA SECURITIES, LLC 0.03% of their portfolio NEW YORK, NY 13,44813.4k $217.5k $217.5k 0.03% New
80 Farmers & Merchants Trust Co of Chambersburg PA 0.06% of their portfolio CHAMBERSBURG, PA 12,88212.9k $208.0k $208.0k 0.06% Unchanged
81 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 12,80512.8k $207.1k $207.1k 0.00% Reduced -1.2k -1,244
82 Seelaus Asset Management LLC 0.15% of their portfolio CHATHAM, NJ 12,73512.7k $205.9k $205.9k 0.15% Added +1.4k +1,360
83 Bryn Mawr Trust Advisors, LLC 0.01% of their portfolio PHILADELPHIA, PA 11,82011.8k $191.1k $191.1k 0.01% Reduced -382 -382
84 PURSUIT WEALTH STRATEGIES, LLC 0.26% of their portfolio RALEIGH, NC 11,74811.7k $190.0k $190.0k 0.26% Reduced -29.3k -29,296
85 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 11,25011.2k $181.9k $181.9k 0.00% Added +750 +750
86 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 11,19811.2k $181.1k $181.1k 0.00% Added +10.2k +10,198
87 NWAM LLC 0.01% of their portfolio MERCER ISLAND, WA 11,02311.0k $178.2k $178.2k 0.01% New
88 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 10,71710.7k $173.3k $173.3k 0.00% New
89 LexAurum Advisors, LLC 0.02% of their portfolio OVERLAND PARK, KS 10,56510.6k $170.8k $170.8k 0.02% First filing
90 Palogic Value Management, L.P. 0.07% of their portfolio DALLAS, TX 10,50010.5k $169.8k $169.8k 0.07% Unchanged
91 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,34410.3k $166.1k $166.1k 0.00% Reduced -5.0k -4,963
92 WealthTrust Axiom LLC 0.04% of their portfolio WAYNE, PA 10,25910.3k $165.9k $165.9k 0.04% Unchanged
93 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 9,5979.6k $154.5k $154.5k 0.00% Added +850 +850
94 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 7,7867.8k $125.9k $125.9k 0.00% Added +3.6k +3,586
95 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 7,7757.8k $125.7k $125.7k 0.00% Reduced -100 -100
96 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,2766.3k $101.4k $101.4k 0.00% Unchanged
97 Opal Wealth Advisors, LLC 0.02% of their portfolio JERICHO, NY 6,2306.2k $100.7k $100.7k 0.02% New
98 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 5,9706.0k $96.5k $96.5k 0.00% Added +7 +7
99 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 5,7245.7k $92.6k $92.6k 0.00% Added +102 +102
100 Caitlin John, LLC 0.06% of their portfolio BRIGHTON, MI 5,6895.7k $92.0k $92.0k 0.06% Reduced -9.2k -9,182