IBEX Wealth Advisors
NAD icon

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
Q3 		$1.12M Sell
110,738
-7,699
-7% -$88.2K 0.09% 114
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Eagle Bluffs Wealth Management
Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Congress Park Capital
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

IBEX Wealth Advisors's NAD Position: Q3 2026 in Review

IBEX Wealth Advisors reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 6.5% in Q3 2026, selling an estimated $88.2K and leaving 110,738 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #114.

IBEX Wealth Advisors first reported a position in NAD in Q4 2016 and has held it in 26 quarters since. The position peaked at $3.63M in Q2 2021. 195 funds tracked by Wall St. Rank hold NAD as of Q3 2026.

  • IBEX Wealth Advisors held 110,738 shares of Nuveen Quality Municipal Income Fund worth $1.12M as of Q3 2026.
  • IBEX Wealth Advisors sold 7,699 Nuveen Quality Municipal Income Fund shares in Q3 2026, an estimated $88.2K.
  • Nuveen Quality Municipal Income Fund made up 0.09% of IBEX Wealth Advisors's portfolio in Q3 2026, its #114 holding.
  • IBEX Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2016 and has held it in 26 quarters since.
  • IBEX Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $3.63M in Q2 2021.
  • 195 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.