RIL
AFB

Rothschild Investment LLC’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Rothschild Investment LLC’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
Q3 		– Sell
-68,474
Closed -$706K – 3138
2025
Q2 		$706K Sell
68,474
-6,000
-8% -$61.8K 0.04% 270
2025
Q1 		$809K Sell
74,474
-5,700
-7% -$62.8K 0.05% 256
2024
Q4 		$871K Hold
80,174
– – 0.06% 256
2024
Q3 		$946K Hold
80,174
– – 0.06% 241
2024
Q2 		$891K Sell
80,174
-21,000
-21% -$226K 0.06% 243
2024
Q1 		$1.11M Hold
101,174
– – 0.08% 215
2023
Q4 		$1.1M Buy
+101,174
New +$1.01M 0.09% 177

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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

Rothschild Investment LLC's AFB Position: Q3 2025 in Review

Rothschild Investment LLC sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q3 2025, closing a stake of 68,474 shares — an estimated $706K sold.

Rothschild Investment LLC first reported a position in AFB in Q4 2023 and held it in 7 quarters. The position peaked at $1.11M in Q1 2024. 76 funds tracked by Wall St. Rank hold AFB as of Q3 2025.

  • Rothschild Investment LLC reported no remaining AllianceBernstein National Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 68,474 AllianceBernstein National Municipal Income Fund shares in Q3 2025, an estimated $706K.
  • Rothschild Investment LLC first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2023 and held it in 7 quarters.
  • Rothschild Investment LLC's AllianceBernstein National Municipal Income Fund position peaked at $1.11M in Q1 2024.
  • 76 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.