Creative Planning’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Creative Planning’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	$484K	Sell	45,278 -7,831	-15%	-$85.3K	﹤0.01%	3055
2025 Q4	$575K	Sell	53,109 -6,971	-12%	-$75.8K	﹤0.01%	2713
2025 Q3	$652K	Sell	60,080 -15,808	-21%	-$164K	﹤0.01%	2498
2025 Q2	$782K	Sell	75,888 -14,642	-16%	-$151K	﹤0.01%	2066
2025 Q1	$983K	Sell	90,530 -17,789	-16%	-$196K	﹤0.01%	1730
2024 Q4	$1.18M	Buy	+108,319	New	+$1.23M	﹤0.01%	1517
2020 Q3	–	Sell	-14,000	Closed	-$187K	–	2143
2020 Q2	$187K	Hold	14,000	–	–	﹤0.01%	1546
2020 Q1	$179K	Sell	14,000 -12	-0.1%	-$164	﹤0.01%	1413
2019 Q4	$196K	Buy	14,012 +12	+0.1%	+$164	﹤0.01%	1646
2019 Q3	$193K	Hold	14,000	–	–	﹤0.01%	1621
2019 Q2	$188K	Hold	14,000	–	–	﹤0.01%	1636
2019 Q1	$181K	Hold	14,000	–	–	﹤0.01%	1613
2018 Q4	$170K	Sell	14,000 -729	-5%	-$8.74K	﹤0.01%	1539
2018 Q3	$182K	Sell	14,729 -399	-3%	-$5K	﹤0.01%	1696
2018 Q2	$191K	Hold	15,128	–	–	﹤0.01%	1654
2018 Q1	$189K	Sell	15,128 -100	-0.7%	-$1.28K	﹤0.01%	1627
2017 Q4	$204K	Sell	15,228 -1,514	-9%	-$20.7K	﹤0.01%	1594
2017 Q3	$234K	Buy	16,742 +1,514	+10%	+$21.1K	﹤0.01%	1484
2017 Q2	$208K	Hold	15,228	–	–	﹤0.01%	1496
2017 Q1	$204K	Hold	15,228	–	–	﹤0.01%	1478
2016 Q4	$201K	Hold	15,228	–	–	﹤0.01%	1408
2016 Q3	$224K	Sell	15,228 -471	-3%	-$6.98K	﹤0.01%	1338
2016 Q2	$237K	Buy	15,699 +1,200	+8%	+$17.8K	﹤0.01%	1173
2016 Q1	$210K	Buy	14,499 +14,000	+2,806%	+$197K	﹤0.01%	1184
2015 Q4	$7K	Buy	499 +35	+8%	+$472	﹤0.01%	3483
2015 Q3	$6K	Buy	+464	New	+$6.13K	﹤0.01%	3495
2015 Q2	–	Sell	-364	Closed	-$5K	–	1136
2015 Q1	$5K	Sell	364 -1,000	-73%	-$13.8K	﹤0.01%	3506
2014 Q4	$19K	Buy	1,364 +1,000	+275%	+$13.8K	﹤0.01%	2676
2014 Q3	$5K	Buy	+364	New	+$4.94K	﹤0.01%	3265
2013 Q4	–	Sell	-1,000	Closed	-$13K	–	3302
2013 Q3	$13K	Buy	+1,000	New	+$12.6K	﹤0.01%	2308