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 Q3	$260K	Hold	24,000	–	–	0.02%	200
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 $1.96T AUM 27.49% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

IBEX Wealth Advisors's NZF Position: Q3 2026 in Review

IBEX Wealth Advisors held its Nuveen Municipal Credit Income Fund (NZF) position steady in Q3 2026 at 24,000 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #200.

IBEX Wealth Advisors first reported a position in NZF in Q4 2016 and has held it in 17 quarters since. The position peaked at $456K in Q1 2025. 192 funds tracked by Wall St. Rank hold NZF as of Q3 2026.

IBEX Wealth Advisors held 24,000 shares of Nuveen Municipal Credit Income Fund worth $260K as of Q3 2026.
IBEX Wealth Advisors left its Nuveen Municipal Credit Income Fund share count unchanged in Q3 2026.
Nuveen Municipal Credit Income Fund made up 0.02% of IBEX Wealth Advisors's portfolio in Q3 2026, its #200 holding.
IBEX Wealth Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q4 2016 and has held it in 17 quarters since.
IBEX Wealth Advisors's Nuveen Municipal Credit Income Fund position peaked at $456K in Q1 2025.
192 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.