Secure Asset Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Secure Asset Management’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	-66,502	Closed	-$873K	–	214
2022 Q4	$873K	Buy	66,502 +45,927	+223%	+$585K	0.31%	78
2022 Q3	$255K	Buy	20,575 +2,582	+14%	+$34.3K	0.14%	119
2022 Q2	$234K	Buy	17,993 +504	+3%	+$6.69K	0.13%	136
2022 Q1	$242K	Sell	17,489 -580	-3%	-$8.24K	0.11%	168
2021 Q4	$270K	Buy	18,069 +2,775	+18%	+$41.2K	0.11%	159
2021 Q3	$225K	Sell	15,294 -3,179	-17%	-$47.2K	0.11%	161
2021 Q2	$277K	Buy	18,473 +3,662	+25%	+$52.9K	0.14%	141
2021 Q1	$212K	Buy	+14,811	New	+$208K	0.12%	167

Other funds holding NID

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

RJT

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

Secure Asset Management's NID Position: Q1 2023 in Review

Secure Asset Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 66,502 shares — an estimated $873K sold.

Secure Asset Management first reported a position in NID in Q1 2021 and held it in 8 quarters. The position peaked at $873K in Q4 2022. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

Secure Asset Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
Secure Asset Management sold 66,502 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $873K.
Secure Asset Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2021 and held it in 8 quarters.
Secure Asset Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $873K in Q4 2022.
18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Secure Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.