IBEX Wealth Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

IBEX Wealth Advisors’s Portfolio NZF Stock Details NZF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$304K	Sell	24,000 -6,039	-20%	-$75.8K	0.02%	185
2026 Q1	$366K	Hold	30,039	–	–	0.03%	169
2025 Q4	$378K	Hold	30,039	–	–	0.04%	116
2025 Q3	$377K	Sell	30,039 -7,287	-20%	-$87.4K	0.04%	170
2025 Q2	$445K	Hold	37,326	–	–	0.05%	155
2025 Q1	$456K	Hold	37,326	–	–	0.06%	112
2024 Q4	$454K	Buy	+37,326	New	+$474K	0.05%	153
2023 Q1	–	Sell	-34,538	Closed	-$417K	–	146
2022 Q4	$417K	Hold	34,538	–	–	0.09%	142
2022 Q3	$393K	Hold	34,538	–	–	0.1%	113
2022 Q2	$434K	Buy	34,538 +18,018	+109%	+$235K	0.1%	114
2022 Q1	$241K	Hold	16,520	–	–	0.05%	147
2021 Q4	$282K	Buy	16,520 +4,728	+40%	+$80K	0.05%	153
2021 Q3	$197K	Hold	11,792	–	–	0.04%	176
2021 Q2	$203K	Buy	+11,792	New	+$198K	0.04%	172
2019 Q3	–	Sell	-392	Closed	-$6K	–	289
2019 Q2	$6K	Buy	+392	New	+$6.08K	﹤0.01%	346
2017 Q1	–	Sell	-392	Closed	-$6K	–	274
2016 Q4	$6K	Buy	+392	New	+$5.65K	﹤0.01%	356

Other funds holding NZF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

IBEX Wealth Advisors's NZF Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its Nuveen Municipal Credit Income Fund (NZF) stake by 20% in Q2 2026, selling an estimated $75.8K and leaving 24,000 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #185.

IBEX Wealth Advisors first reported a position in NZF in Q4 2016 and has held it in 16 quarters since. The position peaked at $456K in Q1 2025. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

IBEX Wealth Advisors held 24,000 shares of Nuveen Municipal Credit Income Fund worth $304K as of Q2 2026.
IBEX Wealth Advisors sold 6,039 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $75.8K.
Nuveen Municipal Credit Income Fund made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #185 holding.
IBEX Wealth Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q4 2016 and has held it in 16 quarters since.
IBEX Wealth Advisors's Nuveen Municipal Credit Income Fund position peaked at $456K in Q1 2025.
244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.