IAA
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Independent Advisor Alliance’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Independent Advisor Alliance’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-38,146
Closed -$445K – 1165
2024
Q4 		$445K Buy
+38,146
New +$459K 0.01% 994
2020
Q1 		– Sell
-47,625
Closed -$695K – 698
2019
Q4 		$695K Buy
+47,625
New +$689K 0.03% 457

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KIM
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Independent Advisor Alliance's NAD Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2025, closing a stake of 38,146 shares — an estimated $445K sold.

Independent Advisor Alliance first reported a position in NAD in Q4 2019 and held it in 2 quarters. The position peaked at $695K in Q4 2019. 285 funds tracked by Wall St. Rank hold NAD as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 38,146 Nuveen Quality Municipal Income Fund shares in Q1 2025, an estimated $445K.
  • Independent Advisor Alliance first reported a position in Nuveen Quality Municipal Income Fund in Q4 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's Nuveen Quality Municipal Income Fund position peaked at $695K in Q4 2019.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.