B. Riley Wealth Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

B. Riley Wealth Management’s Portfolio NID Stock Details NID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$387K	Buy	+29,735	New	+$395K	0.04%	360
2020 Q2	–	Sell	-29,735	Closed	-$386K	–	586
2020 Q1	$386K	Buy	+29,735	New	+$409K	0.04%	312
2015 Q2	–	Sell	-7,500	Closed	-$97K	–	1144
2015 Q1	$97K	Sell	7,500 -450	-6%	-$5.81K	0.07%	295
2014 Q4	$99K	Sell	7,950 -500	-6%	-$6.25K	0.08%	272
2014 Q3	$105K	Hold	8,450	–	–	0.08%	285
2014 Q2	$106K	Sell	8,450 -950	-10%	-$11.7K	0.07%	342
2014 Q1	$112K	Buy	+9,400	New	+$111K	0.08%	293

Other funds holding NID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

B. Riley Wealth Management's NID Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2022: 29,735 shares worth $387K. The stake represents 0.04% of the portfolio and ranks #360 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in NID as recently as Q1 2020.

B. Riley Wealth Management first reported a position in NID in Q1 2014 and has held it in 7 quarters since. 66 funds tracked by Wall St. Rank hold NID as of Q2 2022.

B. Riley Wealth Management held 29,735 shares of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND worth $387K as of Q2 2022.
NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND was a new B. Riley Wealth Management position in Q2 2022.
NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND made up 0.04% of B. Riley Wealth Management's portfolio in Q2 2022, its #360 holding.
B. Riley Wealth Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2014 and has held it in 7 quarters since.
66 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.