Indiana Trust & Investment Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Indiana Trust & Investment Management’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$270K	Hold	23,000	–	–	0.07%	159
2026 Q1	$258K	Sell	23,000 -72,500	-76%	-$843K	0.08%	155
2025 Q4	$1.11M	Sell	95,500 -33,500	-26%	-$386K	0.33%	59
2025 Q3	$1.47M	Sell	129,000 -10,000	-7%	-$110K	0.45%	44
2025 Q2	$1.52M	Hold	139,000	–	–	0.5%	43
2025 Q1	$1.56M	Sell	139,000 -74,000	-35%	-$843K	0.56%	39
2024 Q4	$2.4M	Hold	213,000	–	–	0.82%	22
2024 Q3	$2.55M	Hold	213,000	–	–	0.87%	22
2024 Q2	$2.44M	Hold	213,000	–	–	0.9%	20
2024 Q1	$2.36M	Hold	213,000	–	–	0.95%	21
2023 Q4	$2.34M	Hold	213,000	–	–	1.06%	19
2023 Q3	$2.06M	Buy	+213,000	New	+$2.24M	1.04%	18

Other funds holding NEA

HWAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MPW

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

CPC

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

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

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

KAS

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

Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return

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

Indiana Trust & Investment Management held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 23,000 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #159.

Indiana Trust & Investment Management first reported a position in NEA in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.55M in Q3 2024. 181 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Indiana Trust & Investment Management held 23,000 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $270K as of Q2 2026.
Indiana Trust & Investment Management left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.07% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #159 holding.
Indiana Trust & Investment Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2023 and has held it in 12 quarters since.
Indiana Trust & Investment Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.55M in Q3 2024.
181 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

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