Ironwood Financial’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Ironwood Financial’s Portfolio NAZ Stock Details NAZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,000	Closed	-$16K	–	385
2021 Q3	$16K	Hold	1,000	–	–	﹤0.01%	305
2021 Q2	$16K	Hold	1,000	–	–	﹤0.01%	303
2021 Q1	$15K	Hold	1,000	–	–	﹤0.01%	297
2020 Q4	$16K	Hold	1,000	–	–	0.01%	276
2020 Q3	$15K	Hold	1,000	–	–	0.01%	226
2020 Q2	$14K	Hold	1,000	–	–	0.01%	221
2020 Q1	$12K	Sell	1,000 -516	-34%	-$6.96K	0.01%	200
2019 Q4	$20K	Hold	1,516	–	–	0.01%	205
2019 Q3	$20K	Hold	1,516	–	–	0.01%	207
2019 Q2	$20K	Hold	1,516	–	–	0.01%	206
2019 Q1	$19K	Hold	1,516	–	–	0.01%	206
2018 Q4	$18K	Buy	1,516 +516	+52%	+$6.03K	0.01%	192
2018 Q3	$12K	Hold	1,000	–	–	0.01%	231
2018 Q2	$13K	Hold	1,000	–	–	0.01%	174
2018 Q1	$13K	Hold	1,000	–	–	0.01%	151
2017 Q4	$14K	Hold	1,000	–	–	0.01%	156
2017 Q3	$15K	Hold	1,000	–	–	0.01%	159
2017 Q2	$14K	Hold	1,000	–	–	0.01%	157
2017 Q1	$14K	Hold	1,000	–	–	0.01%	156
2016 Q4	$14K	Hold	1,000	–	–	0.01%	154
2016 Q3	$17K	Hold	1,000	–	–	0.01%	141
2016 Q2	$17K	Hold	1,000	–	–	0.01%	141
2016 Q1	$16K	Buy	+1,000	New	+$15.7K	0.01%	147
2015 Q3	$15K	Hold	1,000	–	–	0.01%	184
2015 Q2	$15K	Hold	1,000	–	–	0.01%	180
2015 Q1	$15K	Buy	+1,000	New	+$14.6K	0.01%	184

Other funds holding NAZ

MIM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

Ironwood Financial's NAZ Position: Q4 2021 in Review

Ironwood Financial sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q4 2021, closing a stake of 1,000 shares — an estimated $16K sold.

Ironwood Financial first reported a position in NAZ in Q1 2015 and held it in 26 quarters. The position peaked at $20K in Q4 2019. 34 funds tracked by Wall St. Rank hold NAZ as of Q4 2021.

Ironwood Financial reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 1,000 Nuveen Arizona Quality Municipal Income Fund shares in Q4 2021, an estimated $16K.
Ironwood Financial first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q1 2015 and held it in 26 quarters.
Ironwood Financial's Nuveen Arizona Quality Municipal Income Fund position peaked at $20K in Q4 2019.
34 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.