IWA
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IBEX Wealth Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

IBEX Wealth Advisors’s Portfolio NBB Stock Details NBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,642
Closed -$186K – 139
2022
Q4 		$186K Buy
11,642
+61
+0.5% +$949 0.04% 167
2022
Q3 		$182K Buy
11,581
+44
+0.4% +$777 0.05% 138
2022
Q2 		$205K Buy
11,537
+42
+0.4% +$760 0.05% 143
2022
Q1 		$230K Buy
11,495
+24
+0.2% +$497 0.04% 153
2021
Q4 		$260K Buy
11,471
+1,150
+11% +$26.1K 0.05% 158
2021
Q3 		$236K Buy
10,321
+25
+0.2% +$584 0.05% 162
2021
Q2 		$241K Buy
+10,296
New +$235K 0.05% 157

Other funds holding NBB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return