IWA
NVG icon

IBEX Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

IBEX Wealth Advisors’s Portfolio NVG Stock Details NVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$258K Sell
20,924
-1,393
-6% -$17.9K 0.02% 193
2025
Q4 		$283K Hold
22,317
– – 0.03% 119
2025
Q3 		$274K Hold
22,317
– – 0.03% 184
2025
Q2 		$266K Sell
22,317
-1,949
-8% -$23.1K 0.03% 177
2025
Q1 		$300K Buy
24,266
+4,361
+22% +$54.7K 0.04% 116
2024
Q4 		$244K Buy
+19,905
New +$256K 0.03% 191
2023
Q1 		– Sell
-50,253
Closed -$610K – 145
2022
Q4 		$610K Sell
50,253
-3,281
-6% -$38.5K 0.14% 111
2022
Q3 		$625K Sell
53,534
-205
-0.4% -$2.79K 0.16% 97
2022
Q2 		$705K Sell
53,739
-12,590
-19% -$171K 0.16% 104
2022
Q1 		$981K Buy
66,329
+4,521
+7% +$71.1K 0.19% 103
2021
Q4 		$1.11M Buy
61,808
+3,535
+6% +$61.6K 0.2% 109
2021
Q3 		$999K Buy
58,273
+290
+0.5% +$5.16K 0.19% 110
2021
Q2 		$1.04M Sell
57,983
-2,118
-4% -$36.7K 0.21% 109
2021
Q1 		$1.02M Sell
60,101
-1,465
-2% -$24.5K 0.25% 98
2020
Q4 		$1.03M Buy
61,566
+4,736
+8% +$76.2K 0.27% 90
2020
Q3 		$890K Buy
56,830
+350
+0.6% +$5.49K 0.26% 84
2020
Q2 		$863K Buy
56,480
+7,218
+15% +$106K 0.28% 82
2020
Q1 		$723K Sell
49,262
-1,294
-3% -$20.9K 0.28% 77
2019
Q4 		$843K Buy
50,556
+464
+0.9% +$7.63K 0.26% 86
2019
Q3 		$838K Buy
50,092
+338
+0.7% +$5.55K 0.28% 85
2019
Q2 		$789K Buy
49,754
+405
+0.8% +$6.29K 0.23% 107
2019
Q1 		$746K Sell
49,349
-16,150
-25% -$235K 0.26% 91
2018
Q4 		$916K Sell
65,499
-23,678
-27% -$325K 0.42% 59
2018
Q3 		$1.3M Sell
89,177
-1,373
-2% -$20.3K 0.47% 69
2018
Q2 		$1.32M Sell
90,550
-23,567
-21% -$347K 0.53% 69
2018
Q1 		$1.62M Buy
+114,117
New +$1.68M 0.66% 61
2017
Q4 		– Sell
-97,896
Closed -$1.51M – 118
2017
Q3 		$1.51M Buy
97,896
+8,636
+10% +$134K 0.56% 64
2017
Q2 		$1.36M Buy
+89,260
New +$1.33M 0.53% 68
2017
Q1 		– Sell
-83,669
Closed -$1.21M – 269
2016
Q4 		$1.21M Buy
83,669
+13,147
+19% +$192K 0.58% 59
2016
Q3 		$1.13M Buy
+70,522
New +$1.14M 0.62% 56

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $105M AUM
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 NVG Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 6.2% in Q1 2026, selling an estimated $17.9K and leaving 20,924 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #193.

IBEX Wealth Advisors first reported a position in NVG in Q3 2016 and has held it in 30 quarters since. The position peaked at $1.62M in Q1 2018. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

  • IBEX Wealth Advisors held 20,924 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $258K as of Q1 2026.
  • IBEX Wealth Advisors sold 1,393 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2026, an estimated $17.9K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.02% of IBEX Wealth Advisors's portfolio in Q1 2026, its #193 holding.
  • IBEX Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2016 and has held it in 30 quarters since.
  • IBEX Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.62M in Q1 2018.
  • 254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

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