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IBEX Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

IBEX Wealth Advisors’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
Q1 		$1.47M Sell
127,683
-4,605
-3% -$55.3K 0.14% 90
2025
Q4 		$1.59M Sell
132,288
-4,562
-3% -$54.5K 0.16% 91
2025
Q3 		$1.6M Sell
136,850
-1,573
-1% -$17.9K 0.15% 94
2025
Q2 		$1.56M Sell
138,423
-2,828
-2% -$31.7K 0.17% 87
2025
Q1 		$1.63M Buy
141,251
+7,820
+6% +$91.8K 0.22% 86
2024
Q4 		$1.56M Buy
+133,431
New +$1.61M 0.18% 95
2023
Q1 		– Sell
-167,786
Closed -$1.98M – 137
2022
Q4 		$1.98M Sell
167,786
-9,765
-5% -$110K 0.45% 70
2022
Q3 		$1.95M Sell
177,551
-8,768
-5% -$109K 0.51% 68
2022
Q2 		$2.32M Sell
186,319
-6,062
-3% -$76.7K 0.54% 70
2022
Q1 		$2.57M Sell
192,381
-6,355
-3% -$91.3K 0.49% 74
2021
Q4 		$3.2M Sell
198,736
-11,519
-5% -$180K 0.57% 69
2021
Q3 		$3.28M Sell
210,255
-16,296
-7% -$264K 0.63% 65
2021
Q2 		$3.63M Buy
226,551
+21,920
+11% +$341K 0.73% 59
2021
Q1 		$3.1M Sell
204,631
-585
-0.3% -$8.83K 0.76% 58
2020
Q4 		$3.15M Buy
205,216
+2,588
+1% +$38.2K 0.82% 53
2020
Q3 		$2.94M Sell
202,628
-8,518
-4% -$124K 0.85% 51
2020
Q2 		$2.96M Buy
211,146
+15,558
+8% +$212K 0.95% 47
2020
Q1 		$2.69M Buy
195,588
+41,237
+27% +$596K 1.05% 44
2019
Q4 		$2.25M Buy
154,351
+11,868
+8% +$172K 0.69% 63
2019
Q3 		$2.05M Buy
142,483
+8,953
+7% +$128K 0.68% 65
2019
Q2 		$1.87M Buy
133,530
+19,870
+17% +$272K 0.54% 75
2019
Q1 		$1.54M Buy
113,660
+91,706
+418% +$1.21M 0.54% 79
2018
Q4 		$275K Buy
+21,954
New +$275K 0.13% 72
2017
Q1 		– Sell
-887
Closed -$12K – 260
2016
Q4 		$12K Buy
+887
New +$12.4K 0.01% 269

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IBEX Wealth Advisors's NAD Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 3.5% in Q1 2026, selling an estimated $55.3K and leaving 127,683 shares worth $1.47M. The position accounts for 0.14% of the portfolio, ranked #90.

IBEX Wealth Advisors first reported a position in NAD in Q4 2016 and has held it in 24 quarters since. The position peaked at $3.63M in Q2 2021. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

  • IBEX Wealth Advisors held 127,683 shares of Nuveen Quality Municipal Income Fund worth $1.47M as of Q1 2026.
  • IBEX Wealth Advisors sold 4,605 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $55.3K.
  • Nuveen Quality Municipal Income Fund made up 0.14% of IBEX Wealth Advisors's portfolio in Q1 2026, its #90 holding.
  • IBEX Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2016 and has held it in 24 quarters since.
  • IBEX Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $3.63M in Q2 2021.
  • 283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.