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IBEX Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

IBEX Wealth Advisors’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.7M Sell
151,497
-4,603
-3% -$53.5K 0.16% 84
2025
Q4 		$1.82M Buy
156,100
+1,540
+1% +$17.7K 0.18% 88
2025
Q3 		$1.76M Sell
154,560
-967
-0.6% -$10.6K 0.17% 92
2025
Q2 		$1.7M Sell
155,527
-4,021
-3% -$43.6K 0.18% 84
2025
Q1 		$1.79M Buy
159,548
+13,009
+9% +$148K 0.24% 80
2024
Q4 		$1.65M Buy
+146,539
New +$1.7M 0.19% 90
2023
Q1 		– Sell
-187,734
Closed -$2.13M – 140
2022
Q4 		$2.13M Sell
187,734
-11,132
-6% -$121K 0.48% 65
2022
Q3 		$2.11M Sell
198,866
-9,358
-4% -$112K 0.55% 62
2022
Q2 		$2.45M Sell
208,224
-4,093
-2% -$49.9K 0.56% 69
2022
Q1 		$2.79M Sell
212,317
-3,762
-2% -$52.4K 0.53% 69
2021
Q4 		$3.37M Sell
216,079
-12,402
-5% -$189K 0.6% 66
2021
Q3 		$3.47M Sell
228,481
-17,420
-7% -$275K 0.67% 63
2021
Q2 		$3.86M Sell
245,901
-12,916
-5% -$197K 0.77% 52
2021
Q1 		$3.84M Sell
258,817
-6,728
-3% -$99.7K 0.95% 44
2020
Q4 		$4.01M Buy
265,545
+2,772
+1% +$40.4K 1.05% 38
2020
Q3 		$3.77M Sell
262,773
-5,204
-2% -$74.7K 1.09% 36
2020
Q2 		$3.72M Buy
267,977
+13,446
+5% +$182K 1.2% 32
2020
Q1 		$3.45M Buy
254,531
+50,720
+25% +$722K 1.34% 33
2019
Q4 		$2.93M Buy
203,811
+11,628
+6% +$165K 0.9% 46
2019
Q3 		$2.75M Buy
192,183
+10,680
+6% +$151K 0.91% 50
2019
Q2 		$2.51M Buy
181,503
+16,816
+10% +$226K 0.72% 54
2019
Q1 		$2.2M Buy
164,687
+116,274
+240% +$1.51M 0.77% 57
2018
Q4 		$596K Buy
48,413
+24,730
+104% +$303K 0.27% 65
2018
Q3 		$299K Buy
23,683
+117
+0.5% +$1.51K 0.11% 88
2018
Q2 		$305K Buy
+23,566
New +$305K 0.12% 85
2017
Q4 		– Sell
-23,448
Closed -$323K – 115
2017
Q3 		$323K Buy
23,448
+5,497
+31% +$76.3K 0.12% 107
2017
Q2 		$246K Buy
+17,951
New +$244K 0.1% 118
2017
Q1 		– Sell
-5,205
Closed -$69K – 262
2016
Q4 		$69K Buy
+5,205
New +$70.3K 0.03% 163

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

IBEX Wealth Advisors reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 2.9% in Q1 2026, selling an estimated $53.5K and leaving 151,497 shares worth $1.7M. The position accounts for 0.16% of the portfolio, ranked #84.

IBEX Wealth Advisors first reported a position in NEA in Q4 2016 and has held it in 28 quarters since. The position peaked at $4.01M in Q4 2020. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

  • IBEX Wealth Advisors held 151,497 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.7M as of Q1 2026.
  • IBEX Wealth Advisors sold 4,603 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $53.5K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.16% of IBEX Wealth Advisors's portfolio in Q1 2026, its #84 holding.
  • IBEX Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2016 and has held it in 28 quarters since.
  • IBEX Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $4.01M in Q4 2020.
  • 300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

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