Bruce G. Allen Investments, LLC

Position in NBB — Nuveen Taxable Municipal Income Fund

CIK 2005409 DENVER, CO

Position in NBB

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$921,110

-$4,255 QoQ

Shares Held

58,372

-1.2% QoQ

Ownership

0.199%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#18

of 76 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $5,011,455 across 23 Asset Management names. NBB ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	114,835	$3,464,571
2	NBB	Nuveen Taxable Municipal Income Fund This page	58,372	$921,110
3	BLK	BlackRock, Inc.	191	$183,657
4	RJF	Raymond James Financial Inc	923	$140,323
5	BX	Blackstone Inc.	508	$59,776
6	STT	State Street Corp	310	$52,576
7	KKR	KKR & Co. Inc.	457	$41,943
8	NTRS	Northern Trust Corp	153	$26,597

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$921,110	58,372	-1.2%	Shares	Sole	2026-07-31
2026-03-31	$925,365	59,091	+2.1%	Shares	Sole	2026-05-08
2025-12-31	$914,298	57,867	+1.9%	Shares	Sole	2026-02-10
2025-09-30	$920,728	56,765	+1.7%	Shares	Sole	2025-10-30
2025-06-30	$883,372	55,839	+1.6%	Shares	Sole	2025-07-09
2025-03-31	$880,571	54,967	+0.2%	Shares	Sole	2025-04-14
2024-12-31	$822,117	54,881	+2.7%	Shares	Sole	2025-01-10
2024-09-30	$887,621	53,439	+1.4%	Shares	Sole	2024-10-08
2024-06-30	$817,423	52,703	-8.1%	Shares	Sole	2024-07-12
2024-03-31	$878,540	57,346	+0.9%	Shares	Sole	2024-04-10
2023-12-31	$897,124	56,816	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.