IFG
AFB

Independent Financial Group’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Independent Financial Group’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
2022
Q4 		– Sell
-14,117
Closed -$146K – 781
2022
Q3 		$146K Buy
+14,117
New +$163K 0.01% 694

Other funds holding AFB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Independent Financial Group's AFB Position: Q4 2022 in Review

Independent Financial Group sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q4 2022, closing a stake of 14,117 shares — an estimated $146K sold.

Independent Financial Group first reported a position in AFB in Q3 2022 and held it in 1 quarter. The position peaked at $146K in Q3 2022. 82 funds tracked by Wall St. Rank hold AFB as of Q4 2022.

  • Independent Financial Group reported no remaining AllianceBernstein National Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Independent Financial Group sold 14,117 AllianceBernstein National Municipal Income Fund shares in Q4 2022, an estimated $146K.
  • Independent Financial Group first reported a position in AllianceBernstein National Municipal Income Fund in Q3 2022 and held it in 1 quarter.
  • Independent Financial Group's AllianceBernstein National Municipal Income Fund position peaked at $146K in Q3 2022.
  • 82 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q4 2022.

Based on Independent Financial Group's 13F filing for Q4 2022, filed 15 Jun 2026.