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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
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 $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barrett & Company's NIM Position: Q1 2026 in Review

Barrett & Company held its Nuveen Select Maturities Municipal Fund (NIM) position steady in Q1 2026 at 6,000 shares worth $56.7K. The position accounts for 0.02% of the portfolio, ranked #274.

Barrett & Company first reported a position in NIM in Q3 2022 and has held it in 15 quarters since. 52 funds tracked by Wall St. Rank hold NIM as of Q1 2026.

  • Barrett & Company held 6,000 shares of Nuveen Select Maturities Municipal Fund worth $56.7K as of Q1 2026.
  • Barrett & Company left its Nuveen Select Maturities Municipal Fund share count unchanged in Q1 2026.
  • Nuveen Select Maturities Municipal Fund made up 0.02% of Barrett & Company's portfolio in Q1 2026, its #274 holding.
  • Barrett & Company first reported a position in Nuveen Select Maturities Municipal Fund in Q3 2022 and has held it in 15 quarters since.
  • 52 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.