IBEX Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $262K | Sell |
20,453
-471
| -2% | -$5.93K | 0.02% | 192 |
|
|
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
HWAM
AFG
IBEX Wealth Advisors's NVG Position: Q2 2026 in Review
IBEX Wealth Advisors reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 2.3% in Q2 2026, selling an estimated $5.93K and leaving 20,453 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #192.
IBEX Wealth Advisors first reported a position in NVG in Q3 2016 and has held it in 31 quarters since. The position peaked at $1.62M in Q1 2018. 260 funds tracked by Wall St. Rank hold NVG as of Q2 2026.
- IBEX Wealth Advisors held 20,453 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $262K as of Q2 2026.
- IBEX Wealth Advisors sold 471 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $5.93K.
- Nuveen AMT-Free Municipal Credit Income Fund made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #192 holding.
- IBEX Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2016 and has held it in 31 quarters since.
- IBEX Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.62M in Q1 2018.
- 260 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.
Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.