Indiana Trust & Investment Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Indiana Trust & Investment Management’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
2026 Q2	$351K	Hold	29,000	–	–	0.1%	136
2026 Q1	$334K	Sell	29,000 -99,299	-77%	-$1.19M	0.1%	136
2025 Q4	$1.54M	Sell	128,299 -36,000	-22%	-$430K	0.45%	45
2025 Q3	$1.92M	Sell	164,299 -6,000	-4%	-$68.2K	0.58%	33
2025 Q2	$1.92M	Hold	170,299	–	–	0.64%	30
2025 Q1	$1.96M	Sell	170,299 -54,702	-24%	-$643K	0.71%	25
2024 Q4	$2.62M	Hold	225,001	–	–	0.89%	21
2024 Q3	$2.79M	Hold	225,001	–	–	0.95%	19
2024 Q2	$2.64M	Hold	225,001	–	–	0.97%	17
2024 Q1	$2.58M	Sell	225,001 -10,000	-4%	-$113K	1.04%	19
2023 Q4	$2.69M	Hold	235,001	–	–	1.22%	15
2023 Q3	$2.38M	Buy	+235,001	New	+$2.56M	1.2%	15

Other funds holding NAD

HWAM

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

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWA

Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Indiana Trust & Investment Management's NAD Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 29,000 shares worth $351K. The position accounts for 0.1% of the portfolio, ranked #136.

Indiana Trust & Investment Management first reported a position in NAD in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.79M in Q3 2024. 123 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Indiana Trust & Investment Management held 29,000 shares of Nuveen Quality Municipal Income Fund worth $351K as of Q2 2026.
Indiana Trust & Investment Management left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up 0.1% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #136 holding.
Indiana Trust & Investment Management first reported a position in Nuveen Quality Municipal Income Fund in Q3 2023 and has held it in 12 quarters since.
Indiana Trust & Investment Management's Nuveen Quality Municipal Income Fund position peaked at $2.79M in Q3 2024.
123 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.