Independent Advisor Alliance’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Independent Advisor Alliance’s Portfolio AFB Stock Details AFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$171K	Hold	14,968	–	–	﹤0.01%	991
2026 Q1	$160K	Hold	14,968	–	–	﹤0.01%	1517
2025 Q4	$162K	Buy	+14,968	New	+$163K	﹤0.01%	950

Other funds holding AFB

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

HWAM

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Independent Advisor Alliance's AFB Position: Q2 2026 in Review

Independent Advisor Alliance held its AllianceBernstein National Municipal Income Fund (AFB) position steady in Q2 2026 at 14,968 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Independent Advisor Alliance first reported a position in AFB in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold AFB as of Q2 2026.

Independent Advisor Alliance held 14,968 shares of AllianceBernstein National Municipal Income Fund worth $171K as of Q2 2026.
Independent Advisor Alliance left its AllianceBernstein National Municipal Income Fund share count unchanged in Q2 2026.
AllianceBernstein National Municipal Income Fund made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #991 holding.
Independent Advisor Alliance first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
87 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.