Gerber Kawasaki Wealth & Investment Management
Position in NBB — Nuveen Taxable Municipal Income Fund
CIK 1666736
SANTA MONICA, CA
Position in NBB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$431,693
+$1,169 QoQ
Shares Held
27,357
-0.5% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#32
of 76 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NBB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Gerber Kawasaki Wealth & Investment Management holds $6,344,208 across 9 Asset Management names. NBB ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
35,012 | $4,119,862 | |
| 2 | NCA |
Nuveen California Municipal Value Fund
|
66,022 | $615,985 | |
| 3 | NAC |
Nuveen California Quality Municipal Income Fund
|
35,789 | $433,762 | |
| 4 | NBB |
Nuveen Taxable Municipal Income Fund
This page
|
27,357 | $431,693 | |
| 5 | BLK |
BlackRock, Inc.
|
252 | $242,313 | |
| 6 | NXP |
Nuveen Select Tax Free Income Portfolio
|
15,050 | $215,365 | |
| 7 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
19,200 | $164,352 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
13,631 | $107,412 |
All Filings in NBB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,693 | 27,357 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $430,524 | 27,492 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $433,378 | 27,429 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $426,699 | 26,307 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $414,721 | 26,215 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $447,887 | 27,958 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $338,533 | 22,599 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $389,521 | 23,451 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $340,320 | 21,942 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $327,143 | 21,354 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $311,252 | 19,712 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $249,349 | 17,161 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $246,176 | 15,690 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $185,944 | 11,535 | Shares | Sole | 2023-05-17 | |
| 2021-12-31 | $1,173,249 | 51,685 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $847 | 37 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,408,329 | 60,185 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,599,033 | 70,785 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,511,331 | 63,635 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,245,440 | 55,600 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $891,005 | 41,500 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $664,505 | 34,700 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||