B. Riley Wealth Advisors, Inc.

Position in BBN — BlackRock Taxable Municipal Bond Trust

CIK 1464811 MEMPHIS, TN

Position in BBN

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$426,742

+$40,037 QoQ

Shares Held

26,391

+10.4% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#12

of 36 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $51,221,802 across 78 Asset Management names. BBN ranks #22 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STEW	SRH Total Return Fund, Inc.	405,048	$7,250,359
2	BX	Blackstone Inc.	55,522	$6,533,273
3	BPRE	Bluerock Private Real Estate Fund	454,953	$5,918,938
4	AB	Alliancebernstein Holding L.P.	75,577	$2,661,821
5	GLAD	Gladstone Capital Corp	135,581	$2,632,983
6	RA	Brookfield Real Assets Income Fund Inc.	133,545	$1,720,059
7	CSWC	Capital Southwest Corp	69,775	$1,658,551
8	MAIN	Main Street Capital CORP	26,913	$1,396,246

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$426,742	26,391	+10.4%	Shares	Sole	2026-07-14
2026-03-31	$386,705	23,915	-44.8%	Shares	Sole	2026-04-27
2024-03-31	$707,652	43,308	+2.6%	Shares	Sole	2024-05-16
2023-12-31	$686,464	42,218	-2.5%	Shares	Sole	2024-03-15
2023-09-30	$656,549	43,308	-27.9%	Shares	Sole	2023-12-01
2023-06-30	$995,897	60,030	+1.7%	Shares	Sole	2023-07-27
2023-03-31	$1,057,297	59,001	+7.3%	Shares	Sole	2023-05-17
2022-12-31	$925,913	54,983	-6.5%	Shares	Sole	2023-03-15
2022-03-31	$1,294,445	58,785	-62.5%	Shares	Other	2022-05-02
2021-12-31	$4,099,971	156,607	-1.0%	Shares	Other	2022-01-28
2021-09-30	$4,072,414	158,152	+2.0%	Shares	Other	2021-11-16
2021-06-30	$3,999,122	155,125	-17.9%	Shares	Other	2021-08-10
2021-03-31	$4,659,860	189,041	—	Shares	Other	2021-05-13
No filing history on record for this holder in this stock.