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Equibles

Integrated Wealth Concepts LLC

Position in NBB — Nuveen Taxable Municipal Income Fund

CIK 1737109 WALTHAM, MA
Back to NBB Full portfolio

Position in NBB

as of Jun 30, 2026 · filed Sep 9, 2026
Position Value
$292,072
+$3,349 QoQ
Shares Held
18,509
+0.4% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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, 2026

Integrated Wealth Concepts LLC holds $346,608,435 across 136 Asset Management names. NBB ranks #83 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 1,638,614 $186,152,325
2 STT
State Street Corp
 581,003 $32,600,460
3 PHYS
Sprott Physical Gold Trust
 647,375 $19,531,303
4 BX
Blackstone Inc.
 60,802 $7,154,571
5 BLK
BlackRock, Inc.
 16,586 $4,689,934
6 MAIN
Main Street Capital CORP
 90,056 $4,672,105
7 BPRE
Bluerock Private Real Estate Fund
 301,045 $3,916,595
8 CEF
Sprott Physical Gold & Silver Trust
 84,650 $3,405,469

All Filings in NBB

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $292,072 18,509
2026-03-31 $288,723 18,437
2025-09-30 $295,658 18,228
2025-06-30 $284,981 18,014
2025-03-31 $287,575 17,951
2024-12-31 $250,885 16,748
2024-09-30 $308,298 18,561
2024-06-30 $281,971 18,180
2024-03-31 $269,892 17,617
2023-12-31 $275,314 17,436
2023-09-30 $262,179 18,044
2023-06-30 $329,019 20,970
2023-03-31 $338,939 21,026