BWG
AFB

Balanced Wealth Group’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Balanced Wealth Group’s Portfolio AFB Stock Details AFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Buy
24,433
+1,188
+5% +$13.2K 0.09% 68
2026
Q1 		$248K Buy
23,245
+10,527
+83% +$115K 0.09% 68
2025
Q4 		$139K Sell
12,718
-89,402
-88% -$972K 0.05% 72
2025
Q3 		$1.06M Buy
102,120
+87,807
+613% +$913K 0.47% 27
2025
Q2 		$145K Sell
14,313
-98,717
-87% -$1.02M 0.06% 70
2025
Q1 		$1.23M Buy
113,030
+12,035
+12% +$133K 0.59% 23
2024
Q4 		$1.12M Buy
100,995
+19,318
+24% +$219K 0.5% 25
2024
Q3 		$964K Buy
81,677
+12,819
+19% +$146K 0.43% 28
2024
Q2 		$762K Sell
68,858
-19,861
-22% -$214K 0.35% 32
2024
Q1 		$963K Buy
88,719
+20,313
+30% +$221K 0.43% 30
2023
Q4 		$742K Buy
+68,406
New +$681K 0.39% 35

Other funds holding AFB

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Balanced Wealth Group's AFB Position: Q2 2026 in Review

Balanced Wealth Group increased its AllianceBernstein National Municipal Income Fund (AFB) stake by 5.1% in Q2 2026, buying an estimated $13.2K and bringing the position to 24,433 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #68.

Balanced Wealth Group first reported a position in AFB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q1 2025. 87 funds tracked by Wall St. Rank hold AFB as of Q2 2026.

  • Balanced Wealth Group held 24,433 shares of AllianceBernstein National Municipal Income Fund worth $279K as of Q2 2026.
  • Balanced Wealth Group bought 1,188 AllianceBernstein National Municipal Income Fund shares in Q2 2026, an estimated $13.2K.
  • AllianceBernstein National Municipal Income Fund made up 0.09% of Balanced Wealth Group's portfolio in Q2 2026, its #68 holding.
  • Balanced Wealth Group first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2023 and has held it in 11 quarters since.
  • Balanced Wealth Group's AllianceBernstein National Municipal Income Fund position peaked at $1.23M in Q1 2025.
  • 87 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.