DJYG
NAD icon

David J. Yvars Group’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

David J. Yvars Group’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$195K Hold
19,300
– – 0.09% 97
2026
Q2 		$234K Buy
19,300
+2,200
+13% +$26K 0.11% 89
2026
Q1 		$197K Buy
+17,100
New +$205K 0.11% 86

Other funds holding NAD

BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

David J. Yvars Group's NAD Position: Q3 2026 in Review

David J. Yvars Group held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q3 2026 at 19,300 shares worth $195K. The position accounts for 0.09% of the portfolio, ranked #97.

David J. Yvars Group first reported a position in NAD in Q1 2026 and has held it in 3 quarters since. The position peaked at $234K in Q2 2026. 10 funds tracked by Wall St. Rank hold NAD as of Q3 2026.

  • David J. Yvars Group held 19,300 shares of Nuveen Quality Municipal Income Fund worth $195K as of Q3 2026.
  • David J. Yvars Group left its Nuveen Quality Municipal Income Fund share count unchanged in Q3 2026.
  • Nuveen Quality Municipal Income Fund made up 0.09% of David J. Yvars Group's portfolio in Q3 2026, its #97 holding.
  • David J. Yvars Group first reported a position in Nuveen Quality Municipal Income Fund in Q1 2026 and has held it in 3 quarters since.
  • David J. Yvars Group's Nuveen Quality Municipal Income Fund position peaked at $234K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.