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Independent Advisor Alliance’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Independent Advisor Alliance’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
2025
Q1 		– Sell
-15,000
Closed -$131K – 1169
2024
Q4 		$131K Buy
+15,000
New +$136K ﹤0.01% 1316

Other funds holding NIM

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Independent Advisor Alliance's NIM Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q1 2025, closing a stake of 15,000 shares — an estimated $131K sold.

Independent Advisor Alliance first reported a position in NIM in Q4 2024 and held it in 1 quarter. The position peaked at $131K in Q4 2024. 50 funds tracked by Wall St. Rank hold NIM as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Nuveen Select Maturities Municipal Fund position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 15,000 Nuveen Select Maturities Municipal Fund shares in Q1 2025, an estimated $131K.
  • Independent Advisor Alliance first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Nuveen Select Maturities Municipal Fund position peaked at $131K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.