Napa Wealth Management’s Neuberger Municipal Fund Inc NBH Stock Holding History

Napa Wealth Management’s Portfolio NBH Stock Details NBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,373	Closed	-$129K	–	160
2025 Q1	$129K	Sell	12,373 -1,695	-12%	-$17.8K	0.07%	158
2024 Q4	$146K	Sell	14,068 -2,881	-17%	-$31.1K	0.06%	168
2024 Q3	$188K	Sell	16,949 -2,829	-14%	-$31.3K	0.09%	154
2024 Q2	$211K	Sell	19,778 -58,273	-75%	-$600K	0.14%	109
2024 Q1	$817K	Sell	78,051 -340	-0.4%	-$3.52K	0.43%	20
2023 Q4	$811K	Buy	+78,391	New	+$752K	0.44%	49

Other funds holding NBH

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Napa Wealth Management's NBH Position: Q2 2025 in Review

Napa Wealth Management sold out of Neuberger Municipal Fund Inc (NBH) in Q2 2025, closing a stake of 12,373 shares — an estimated $129K sold.

Napa Wealth Management first reported a position in NBH in Q4 2023 and held it in 6 quarters. The position peaked at $817K in Q1 2024. 73 funds tracked by Wall St. Rank hold NBH as of Q2 2025.

Napa Wealth Management reported no remaining Neuberger Municipal Fund Inc position as of Q2 2025 after selling out during the quarter.
Napa Wealth Management sold 12,373 Neuberger Municipal Fund Inc shares in Q2 2025, an estimated $129K.
Napa Wealth Management first reported a position in Neuberger Municipal Fund Inc in Q4 2023 and held it in 6 quarters.
Napa Wealth Management's Neuberger Municipal Fund Inc position peaked at $817K in Q1 2024.
73 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.