Kercheville Advisors’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Kercheville Advisors’s Portfolio NID Stock Details NID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-179,755	Closed	-$2.36M	–	89
2022 Q4	$2.36M	Hold	179,755	–	–	1.63%	22
2022 Q3	$2.22M	Hold	179,755	–	–	2.27%	15
2022 Q2	$2.34M	Hold	179,755	–	–	1.53%	19
2022 Q1	$2.49M	Hold	179,755	–	–	1.18%	19
2021 Q4	$2.68M	Hold	179,755	–	–	1.17%	22
2021 Q3	$2.65M	Sell	179,755 -5,000	-3%	-$74.2K	1.25%	23
2021 Q2	$2.77M	Hold	184,755	–	–	1.28%	20
2021 Q1	$2.64M	Buy	184,755 +5,000	+3%	+$70.3K	1.32%	19
2020 Q4	$2.5M	Buy	+179,755	New	+$2.44M	1.36%	21

Other funds holding NID

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

JBF Capital Aspen, Colorado $674M AUM 24.74% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $287M AUM 20.26% 1-Year Est. Return

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return