Independent Financial Group’s Nuveen Corporate Income 2023 Target Term Fund JHAA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,977
Closed -$162K 1024
2023
Q3
$162K Sell
16,977
-2,750
-14% -$26K 0.01% 846
2023
Q2
$184K Sell
19,727
-5,037
-20% -$46.8K 0.01% 821
2023
Q1
$228K Sell
24,764
-6,033
-20% -$55.5K 0.02% 725
2022
Q4
$279K Buy
30,797
+94
+0.3% +$851 0.02% 578
2022
Q3
$276K Sell
30,703
-5,741
-16% -$52.3K 0.03% 558
2022
Q2
$323K Sell
36,444
-2,933
-7% -$27.2K 0.03% 484
2022
Q1
$372K Buy
39,377
+16,171
+70% +$156K 0.03% 527
2021
Q4
$232K Buy
+23,206
New +$231K 0.02% 681

Independent Financial Group's JHAA Position: Q4 2023 in Review

Independent Financial Group sold out of Nuveen Corporate Income 2023 Target Term Fund (JHAA) in Q4 2023, closing a stake of 16,977 shares — an estimated $162K sold.

Independent Financial Group first reported a position in JHAA in Q4 2021 and held it in 8 quarters. The position peaked at $372K in Q1 2022. 0 funds tracked by Wall St. Rank hold JHAA as of Q4 2023.

  • Independent Financial Group reported no remaining Nuveen Corporate Income 2023 Target Term Fund position as of Q4 2023 after selling out during the quarter.
  • Independent Financial Group sold 16,977 Nuveen Corporate Income 2023 Target Term Fund shares in Q4 2023, an estimated $162K.
  • Independent Financial Group first reported a position in Nuveen Corporate Income 2023 Target Term Fund in Q4 2021 and held it in 8 quarters.
  • Independent Financial Group's Nuveen Corporate Income 2023 Target Term Fund position peaked at $372K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held Nuveen Corporate Income 2023 Target Term Fund as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.