Kercheville Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Kercheville Advisors’s Portfolio NVG Stock Details NVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$757K	Sell	59,123 -7,477	-11%	-$94.2K	0.23%	61
2026 Q1	$821K	Buy	66,600 +30,014	+82%	+$385K	0.26%	53
2025 Q4	$462K	Buy	36,586 +16,029	+78%	+$201K	0.12%	77
2025 Q3	$253K	Sell	20,557 -4,977	-19%	-$59.2K	0.08%	87
2025 Q2	$305K	Buy	25,534 +22	+0.1%	+$261	0.11%	80
2025 Q1	$316K	Buy	25,512 +13	+0.1%	+$163	0.13%	69
2024 Q4	$313K	Buy	25,499 +1,027	+4%	+$13.2K	0.12%	73
2024 Q3	$328K	Buy	24,472 +8,019	+49%	+$103K	0.14%	69
2024 Q2	$205K	Buy	16,453 +15	+0.1%	+$179	0.09%	74
2024 Q1	$200K	Buy	16,438 +9	+0.1%	+$107	0.09%	76
2023 Q4	$194K	Sell	16,429 -3,356	-17%	-$36.5K	0.11%	68
2023 Q3	$204K	Hold	19,785	–	–	0.13%	63
2023 Q2	$231K	Hold	19,785	–	–	0.14%	63
2023 Q1	$233K	Hold	19,785	–	–	0.16%	60
2022 Q4	$240K	Hold	19,785	–	–	0.17%	65
2022 Q3	$231K	Hold	19,785	–	–	0.24%	59
2022 Q2	$259K	Hold	19,785	–	–	0.17%	67
2022 Q1	$293K	Hold	19,785	–	–	0.14%	80
2021 Q4	$355K	Sell	19,785 -27,200	-58%	-$474K	0.15%	85
2021 Q3	$806K	Sell	46,985 -15,000	-24%	-$267K	0.38%	60
2021 Q2	$1.11M	Buy	61,985 +22,000	+55%	+$382K	0.51%	50
2021 Q1	$676K	Hold	39,985	–	–	0.34%	64
2020 Q4	$673K	Buy	+39,985	New	+$644K	0.37%	61

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

AFG

Artesa Financial Group Conroe, Texas $117M AUM

Kercheville Advisors's NVG Position: Q2 2026 in Review

Kercheville Advisors reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 11% in Q2 2026, selling an estimated $94.2K and leaving 59,123 shares worth $757K. The position accounts for 0.23% of the portfolio, ranked #61.

Kercheville Advisors first reported a position in NVG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q2 2021. 260 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Kercheville Advisors held 59,123 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $757K as of Q2 2026.
Kercheville Advisors sold 7,477 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $94.2K.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.23% of Kercheville Advisors's portfolio in Q2 2026, its #61 holding.
Kercheville Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2020 and has held it in 23 quarters since.
Kercheville Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.11M in Q2 2021.
260 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.