Lee Financial’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Lee Financial’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 Q4	–	Sell	-29,000	Closed	-$269K	–	173
2025 Q3	$269K	Buy	+29,000	New	+$266K	0.03%	156
2025 Q1	–	Sell	-29,000	Closed	-$253K	–	170
2024 Q4	$253K	Hold	29,000	–	–	0.04%	160
2024 Q3	$269K	Buy	+29,000	New	+$267K	0.04%	156

Other funds holding NIM

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

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

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

Blake Schutter Theil Wealth Advisors Dayton, Ohio $145M AUM 13.5% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 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

Lee Financial's NIM Position: Q4 2025 in Review

Lee Financial sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2025, closing a stake of 29,000 shares — an estimated $269K sold.

Lee Financial first reported a position in NIM in Q3 2024 and held it in 3 quarters. The position peaked at $269K in Q3 2025. 53 funds tracked by Wall St. Rank hold NIM as of Q4 2025.

Lee Financial reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2025 after selling out during the quarter.
Lee Financial sold 29,000 Nuveen Select Maturities Municipal Fund shares in Q4 2025, an estimated $269K.
Lee Financial first reported a position in Nuveen Select Maturities Municipal Fund in Q3 2024 and held it in 3 quarters.
Lee Financial's Nuveen Select Maturities Municipal Fund position peaked at $269K in Q3 2025.
53 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.