Nuveen Intermediate Duration Quality Municipal Term Fund's primary investment objective is to provide current income exempt from regular federal income tax. The Fund's secondary investment objective is to seek additional total return.
The Fund invests in municipal securities that are exempt from federal income taxes, and seeks to maintain a portfolio with an intermediate effective duration of between 3 and 10 years, including the effects of leverage. The Fund invests at least 80% of its managed assets in municipal securities rated investment grade at the time of investment, or, if they are unrated, are judged by the manager to be of comparable quality. The Fund may invest up to 20% of its managed assets in municipal securities rated below investment quality or judged by the manager to be of comparable quality. Up to 20% of its investments may pay interest that is taxable under the federal alternative minimum tax (AMT) applicable to individuals, with an initial target of approximately 5% to 15% of its assets invested in AMT bonds. The Fund uses leverage. The Fund has a 10-year term and intends to liquidate and distribute its then-current net assets to shareholders on or before 30 Jun 2023.
Company profile
Ticker
NIQ
Exchange
Website
Employees
Incorporated
Location
SEC CIK
NIQ stock data
Latest filings (excl ownership)
N-PX
Annual report of proxy voting record
21 Aug 23
N-CEN
Annual report (registered investment company)
14 Aug 23
N-CSR
Certified annual shareholder report (management investment company)
3 Aug 23
25-NSE
Exchange delisting
30 Jun 23
DEF 14A
Definitive proxy
30 Mar 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
3 Feb 23
SC TO-C
Information about tender offer
12 Oct 22
DEFA14A
Additional proxy soliciting materials
20 Sep 22
N-PX
Annual report of proxy voting record
22 Aug 22
N-CEN
Annual report (registered investment company)
15 Aug 22
Latest ownership filings
SC 13G/A
MORGAN STANLEY
7 Aug 23
NPORT-P
Nuveen Intermediate Duration Quality Municipal Term Fund (May 2023 report)
25 Jul 23
NPORT-P
Nuveen Intermediate Duration Quality Municipal Term Fund (Feb 2023 report)
26 Apr 23
SC 13G
MORGAN STANLEY
10 Feb 23
NPORT-P
Nuveen Intermediate Duration Quality Municipal Term Fund (Nov 2022 report)
25 Jan 23
NPORT-P
Nuveen Intermediate Duration Quality Municipal Term Fund (Aug 2022 report)
27 Oct 22
SC 13D/A
BANK OF AMERICA CORP /DE/
26 Oct 22
4
Change in insider ownership
26 Oct 22
3
Trey Stenersen III
15 Aug 22
NPORT-P
Nuveen Intermediate Duration Quality Municipal Term Fund (May 2022 report)
28 Jul 22
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Nuveen Intermediate Duration Quality Municipal Term Fund | – | 1.86 | 0.18 | -0.81 | 170.36 mm | 113 | May 2023 |
Institutional ownership, Q2 2023
2.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 5 |
Opened positions | 0 |
Closed positions | 37 |
Increased positions | 2 |
Reduced positions | 3 |
13F shares | Current |
---|---|
Total value | 756.65 mm |
Total shares | 275.98 k |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Hennion & Walsh Asset Management | 183.28 k | $2.36 mm |
Janney Montgomery Scott | 34.13 k | $443.00 k |
Greatmark Investment Partners | 33.50 k | $431.15 mm |
Newman Dignan & Sheerar | 24.91 k | $320.56 mm |
Steward Partners Investment Advisory | 166.00 | $2.14 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
25 Oct 22 | Bank Of America | Adjustable Rate MuniFund Term Preferred Shares | Other | Dispose J | Yes | No | 0 | 550 | 0.00 | 0 |