Barrett & Company’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Barrett & Company’s Portfolio NIM Stock Details NIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56.5K	Hold	6,000	–	–	0.02%	304
2026 Q1	$56.7K	Hold	6,000	–	–	0.02%	274
2025 Q4	$55.9K	Hold	6,000	–	–	0.02%	279
2025 Q3	$55.6K	Hold	6,000	–	–	0.02%	280
2025 Q2	$54.4K	Hold	6,000	–	–	0.02%	283
2025 Q1	$55.9K	Hold	6,000	–	–	0.02%	253
2024 Q4	$52.3K	Hold	6,000	–	–	0.02%	264
2024 Q3	$55.6K	Hold	6,000	–	–	0.02%	248
2024 Q2	$54.2K	Hold	6,000	–	–	0.02%	258
2024 Q1	$53.9K	Hold	6,000	–	–	0.03%	263
2023 Q4	$52.9K	Hold	6,000	–	–	0.03%	249
2023 Q3	$50.8K	Hold	6,000	–	–	0.03%	245
2023 Q2	$54K	Hold	6,000	–	–	0.03%	241
2023 Q1	$55.4K	Hold	6,000	–	–	0.04%	236
2022 Q4	$54.4K	Hold	6,000	–	–	0.04%	226
2022 Q3	$54.4K	Buy	+6,000	New	+$55.9K	0.04%	226

Other funds holding NIM

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barrett & Company's NIM Position: Q2 2026 in Review

Barrett & Company held its Nuveen Select Maturities Municipal Fund (NIM) position steady in Q2 2026 at 6,000 shares worth $56.5K. The position accounts for 0.02% of the portfolio, ranked #304.

Barrett & Company first reported a position in NIM in Q3 2022 and has held it in 16 quarters since. The position peaked at $56.7K in Q1 2026. 46 funds tracked by Wall St. Rank hold NIM as of Q2 2026.

Barrett & Company held 6,000 shares of Nuveen Select Maturities Municipal Fund worth $56.5K as of Q2 2026.
Barrett & Company left its Nuveen Select Maturities Municipal Fund share count unchanged in Q2 2026.
Nuveen Select Maturities Municipal Fund made up 0.02% of Barrett & Company's portfolio in Q2 2026, its #304 holding.
Barrett & Company first reported a position in Nuveen Select Maturities Municipal Fund in Q3 2022 and has held it in 16 quarters since.
Barrett & Company's Nuveen Select Maturities Municipal Fund position peaked at $56.7K in Q1 2026.
46 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.