BBPWM
AFB

Blue Bell Private Wealth Management’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Blue Bell Private Wealth Management’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
Q1 		$360K Hold
33,722
– – 0.05% 206
2025
Q4 		$365K Sell
33,722
-108
-0.3% -$1.17K 0.05% 194
2025
Q3 		$367K Sell
33,830
-2,923
-8% -$30.4K 0.06% 179
2025
Q2 		$379K Sell
36,753
-1,412
-4% -$14.5K 0.06% 166
2025
Q1 		$414K Sell
38,165
-1,666
-4% -$18.3K 0.08% 151
2024
Q4 		$433K Buy
39,831
+4,024
+11% +$45.7K 0.08% 135
2024
Q3 		$423K Buy
35,807
+2,905
+9% +$33.1K 0.08% 142
2024
Q2 		$366K Buy
32,902
+15,102
+85% +$163K 0.08% 139
2024
Q1 		$196K Buy
17,800
+7,900
+80% +$85.8K 0.04% 191
2023
Q4 		$107K Buy
+9,900
New +$98.5K 0.03% 232

Other funds holding AFB

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KIM
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Allspring Global Investments
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RCM
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KeyBank National Association
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Morgan Stanley
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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return