Indiana Trust & Investment Management’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Indiana Trust & Investment Management’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 Q1	$1.46M	Sell	137,000 -15,252	-10%	-$166K	0.45%	42
2025 Q4	$1.65M	Hold	152,252	–	–	0.49%	41
2025 Q3	$1.65M	Hold	152,252	–	–	0.5%	39
2025 Q2	$1.57M	Hold	152,252	–	–	0.52%	40
2025 Q1	$1.65M	Hold	152,252	–	–	0.6%	35
2024 Q4	$1.65M	Hold	152,252	–	–	0.56%	37
2024 Q3	$1.8M	Hold	152,252	–	–	0.61%	34
2024 Q2	$1.69M	Hold	152,252	–	–	0.62%	33
2024 Q1	$1.67M	Hold	152,252	–	–	0.67%	33
2023 Q4	$1.65M	Hold	152,252	–	–	0.75%	32
2023 Q3	$1.42M	Buy	+152,252	New	+$1.57M	0.72%	34

Other funds holding AFB

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KeyBank National Association

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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