WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in NZF — Nuveen Municipal Credit Income Fund
CIK 752365
SOUTH BEND, IN
Position in NZF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$469,274
+$18,505 QoQ
Shares Held
37,009
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#88
of 244 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NZF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $13,189,379 across 9 Asset Management names. NZF ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
34,803 | $6,050,153 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
71,425 | $1,624,918 | |
| 3 | KKR |
KKR & Co. Inc.
|
13,797 | $1,266,288 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
29,197 | $1,243,500 | |
| 5 | BX |
Blackstone Inc.
|
10,566 | $1,243,301 | |
| 6 | BLK |
BlackRock, Inc.
|
493 | $474,049 | |
| 7 | NZF |
Nuveen Municipal Credit Income Fund
This page
|
37,009 | $469,274 | |
| 8 | ETX |
Eaton Vance Municipal Income 2028 Term Trust
|
21,875 | $410,156 |
All Filings in NZF
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,274 | 37,009 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $450,769 | 37,009 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $465,573 | 37,009 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $511,719 | 40,742 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $485,644 | 40,742 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $830,967 | 67,945 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $899,679 | 73,926 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,120,796 | 85,557 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,115,760 | 90,345 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,186,190 | 96,911 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,251,300 | 105,863 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $826,285 | 79,222 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,007,004 | 86,364 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,130,171 | 94,575 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,028,454 | 85,137 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,498,918 | 131,831 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,678,882 | 133,669 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,950,595 | 133,511 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,281,362 | 133,413 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,033,854 | 121,642 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,951,046 | 113,367 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,811,536 | 112,100 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,774,376 | 110,073 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,541,436 | 104,931 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,548,383 | 104,904 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||