IWA
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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
Q2 		$1.44M Sell
118,437
-9,246
-7% -$109K 0.11% 98
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 $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

IBEX Wealth Advisors's NAD Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 7.2% in Q2 2026, selling an estimated $109K and leaving 118,437 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #98.

IBEX Wealth Advisors first reported a position in NAD in Q4 2016 and has held it in 25 quarters since. The position peaked at $3.63M in Q2 2021. 285 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • IBEX Wealth Advisors held 118,437 shares of Nuveen Quality Municipal Income Fund worth $1.44M as of Q2 2026.
  • IBEX Wealth Advisors sold 9,246 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $109K.
  • Nuveen Quality Municipal Income Fund made up 0.11% of IBEX Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • IBEX Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2016 and has held it in 25 quarters since.
  • IBEX Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $3.63M in Q2 2021.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.