Icon Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$187K	Hold	21,518	–	–	0.01%	387
2025 Q1	$189K	Hold	21,518	–	–	0.02%	363
2024 Q4	$185K	Buy	21,518 +8,318	+63%	+$71.5K	0.02%	383
2024 Q3	$119K	Buy	+13,200	New	+$119K	0.01%	441