Wednesday, May 13, 2015
Bond Purchase: NEA
It has been over a year since I have added any bonds to my portfolio. Over $130k in stock investments with no bond action. While I love dividends, I also love interest and tax free interest at my current income level (ie 33% top tax rate) is even better.
The yield is somewhere in the 6% range and will add around $287.70 to my yearly interest income.
Description: NUVEEN TAX FREE ADV MUN FD
Quantity*: 350 shares
Execution time: 05-13-2015 10:47 ET
Total Commissions & Charges: $6.95
Total Transaction Amount: $4754.69
Trade Settlement Date: 05-18-2015