PRIMORIS WEALTH ADVISORS, LLC

Position in BBN — BlackRock Taxable Municipal Bond Trust

CIK 1909619 North Palm Beach, FL

Position in BBN

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$1,248,873

-$60,529 QoQ

Shares Held

77,234

-3.7% QoQ

Ownership

0.125%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

PRIMORIS WEALTH ADVISORS, LLC holds $4,575,418 across 7 Asset Management names. BBN ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MQY	Blackrock Muniyield Quality Fund, Inc.	133,889	$1,470,101
2	BBN	BlackRock Taxable Municipal Bond Trust This page	77,234	$1,248,873
3	NZF	Nuveen Municipal Credit Income Fund	60,755	$739,995
4	NDMO	Nuveen Dynamic Municipal Opportunities Fund	54,541	$561,226
5	UTF	Cohen & Steers Infrastructure Fund Inc	13,697	$354,478
6	ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund	16,079	$131,365
7	USA	Liberty All Star Equity Fund	12,501	$69,380

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,248,873	77,234	-3.7%	Shares	Sole	2026-04-30
2025-12-31	$1,309,402	80,233	+5.2%	Shares	Sole	2026-02-03
2025-09-30	$1,265,467	76,233	-2.6%	Shares	Sole	2025-10-27
2025-06-30	$1,260,333	78,233	-20.0%	Shares	Sole	2025-07-29
2025-03-31	$1,630,186	97,733	-3.9%	Shares	Sole	2025-04-24
2024-12-31	$1,640,210	101,750	+3.0%	Shares	Sole	2025-02-13
2024-09-30	$1,759,725	98,750	—	Shares	Sole	2024-11-01
No filing history on record for this holder in this stock.