Jones Financial Companies
NAD icon

Jones Financial Companies’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Jones Financial Companies’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
2025
Q2 		– Sell
-852
Closed -$9.73K – 4127
2025
Q1 		$9.73K Buy
+852
New +$10K ﹤0.01% 2716
2022
Q4 		– Sell
-2,057
Closed -$23K – 758
2022
Q3 		$23K Buy
+2,057
New +$25.7K ﹤0.01% 363
2022
Q2 		– Sell
-2,887
Closed -$39K – 805
2022
Q1 		$39K Hold
2,887
– – ﹤0.01% 374
2021
Q4 		$47K Buy
2,887
+4
+0.1% +$63 ﹤0.01% 370
2021
Q3 		$45K Buy
+2,883
New +$46.7K ﹤0.01% 334

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BI
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Bank of America
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Wells Fargo
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MSL
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Jones Financial Companies's NAD Position: Q2 2025 in Review

Jones Financial Companies sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2025, closing a stake of 852 shares — an estimated $9.73K sold.

Jones Financial Companies first reported a position in NAD in Q3 2021 and held it in 5 quarters. The position peaked at $47K in Q4 2021. 274 funds tracked by Wall St. Rank hold NAD as of Q2 2025.

  • Jones Financial Companies reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 852 Nuveen Quality Municipal Income Fund shares in Q2 2025, an estimated $9.73K.
  • Jones Financial Companies first reported a position in Nuveen Quality Municipal Income Fund in Q3 2021 and held it in 5 quarters.
  • Jones Financial Companies's Nuveen Quality Municipal Income Fund position peaked at $47K in Q4 2021.
  • 274 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.