Herold Advisors’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Herold Advisors’s Portfolio NMT Stock Details NMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-16,000	Closed	-$208K	–	276
2026 Q2	$208K	Hold	16,000	–	–	0.04%	255
2026 Q1	$197K	Hold	16,000	–	–	0.04%	253
2025 Q4	$181K	Hold	16,000	–	–	0.04%	241
2025 Q3	$186K	Hold	16,000	–	–	0.04%	239
2025 Q2	$188K	Hold	16,000	–	–	0.04%	297
2025 Q1	$189K	Hold	16,000	–	–	0.04%	271
2024 Q4	$184K	Buy	16,000 +4,415	+38%	+$51.5K	0.04%	265
2024 Q3	$135K	Hold	11,585	–	–	0.03%	264
2024 Q2	$129K	Hold	11,585	–	–	0.03%	257
2024 Q1	$127K	Hold	11,585	–	–	0.03%	258
2023 Q4	$122K	Buy	+11,585	New	+$114K	0.03%	238
2022 Q2	–	Sell	-9,085	Closed	-$116K	–	502
2022 Q1	$116K	Buy	+9,085	New	+$127K	0.04%	254
2021 Q4	–	Sell	-9,085	Closed	-$139K	–	486
2021 Q3	$139K	Buy	+9,085	New	+$139K	0.05%	238

Other funds holding NMT

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $442M AUM 32.59% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Herold Advisors's NMT Position: Q3 2026 in Review

Herold Advisors sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q3 2026, closing a stake of 16,000 shares — an estimated $208K sold.

Herold Advisors first reported a position in NMT in Q3 2021 and held it in 13 quarters. The position peaked at $208K in Q2 2026. 7 funds tracked by Wall St. Rank hold NMT as of Q3 2026.

Herold Advisors reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q3 2026 after selling out during the quarter.
Herold Advisors sold 16,000 Nuveen Massachusetts Quality Municipal Income Fund shares in Q3 2026, an estimated $208K.
Herold Advisors first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q3 2021 and held it in 13 quarters.
Herold Advisors's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $208K in Q2 2026.
7 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.