LWA
AFB

LifeGoal Wealth Advisors’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

LifeGoal Wealth Advisors’s Portfolio AFB Stock Details AFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,698
Closed -$116K – 66
2025
Q1 		$116K Hold
10,698
– – 0.13% 63
2024
Q4 		$116K Buy
+10,698
New +$121K 0.13% 61

Other funds holding AFB

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LifeGoal Wealth Advisors's AFB Position: Q2 2025 in Review

LifeGoal Wealth Advisors sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q2 2025, closing a stake of 10,698 shares — an estimated $116K sold.

LifeGoal Wealth Advisors first reported a position in AFB in Q4 2024 and held it in 2 quarters. The position peaked at $116K in Q4 2024. 81 funds tracked by Wall St. Rank hold AFB as of Q2 2025.

  • LifeGoal Wealth Advisors reported no remaining AllianceBernstein National Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 10,698 AllianceBernstein National Municipal Income Fund shares in Q2 2025, an estimated $116K.
  • LifeGoal Wealth Advisors first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2024 and held it in 2 quarters.
  • LifeGoal Wealth Advisors's AllianceBernstein National Municipal Income Fund position peaked at $116K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2025.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.