LPL Financial
NIM icon

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

LPL 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
2026
Q1 		$369K Buy
39,043
+5,628
+17% +$53.8K ﹤0.01% 5043
2025
Q4 		$311K Buy
33,415
+72
+0.2% +$672 ﹤0.01% 5118
2025
Q3 		$309K Hold
33,343
– – ﹤0.01% 5031
2025
Q2 		$302K Sell
33,343
-1,283
-4% -$11.6K ﹤0.01% 4770
2025
Q1 		$323K Buy
34,626
+2,326
+7% +$21.1K ﹤0.01% 4525
2024
Q4 		$281K Hold
32,300
– – ﹤0.01% 4584
2024
Q3 		$299K Hold
32,300
– – ﹤0.01% 4434
2024
Q2 		$292K Sell
32,300
-1,591
-5% -$14.2K ﹤0.01% 4286
2024
Q1 		$305K Hold
33,891
– – ﹤0.01% 4179
2023
Q4 		$299K Hold
33,891
– – ﹤0.01% 4089
2023
Q3 		$287K Sell
33,891
-930
-3% -$8.24K ﹤0.01% 3958
2023
Q2 		$313K Sell
34,821
-4,225
-11% -$38.7K ﹤0.01% 3811
2023
Q1 		$360K Buy
39,046
+22
+0.1% +$204 ﹤0.01% 3600
2022
Q4 		$354K Buy
39,024
+4,203
+12% +$38K ﹤0.01% 3537
2022
Q3 		$309K Sell
34,821
-233
-0.7% -$2.17K ﹤0.01% 3565
2022
Q2 		$322K Sell
35,054
-999
-3% -$9.29K ﹤0.01% 3573
2022
Q1 		$345K Buy
+36,053
New +$362K ﹤0.01% 3472
2021
Q3 		– Sell
-13,888
Closed -$152K – 4387
2021
Q2 		$152K Hold
13,888
– – ﹤0.01% 3975
2021
Q1 		$148K Hold
13,888
– – ﹤0.01% 3850
2020
Q4 		$148K Buy
13,888
+3,033
+28% +$31.8K ﹤0.01% 3604
2020
Q3 		$114K Buy
10,855
+325
+3% +$3.4K ﹤0.01% 3344
2020
Q2 		$108K Hold
10,530
– – ﹤0.01% 3282
2020
Q1 		$103K Buy
+10,530
New +$109K ﹤0.01% 2988
2019
Q1 		– Sell
-14,878
Closed -$143K – 3229
2018
Q4 		$143K Buy
14,878
+56
+0.4% +$534 ﹤0.01% 2905
2018
Q3 		$142K Sell
14,822
-1,708
-10% -$16.6K ﹤0.01% 3074
2018
Q2 		$161K Buy
16,530
+3,389
+26% +$32.8K ﹤0.01% 3032
2018
Q1 		$127K Buy
13,141
+2,406
+22% +$23.5K ﹤0.01% 3046
2017
Q4 		$107K Sell
10,735
-2,977
-22% -$30.3K ﹤0.01% 2925
2017
Q3 		$141K Buy
13,712
+1,015
+8% +$10.4K ﹤0.01% 2736
2017
Q2 		$128K Sell
12,697
-30,641
-71% -$308K ﹤0.01% 2684
2017
Q1 		$432K Buy
43,338
+2,875
+7% +$28.4K ﹤0.01% 1925
2016
Q4 		$398K Sell
40,463
-2,000
-5% -$20.1K ﹤0.01% 1935
2016
Q3 		$451K Sell
42,463
-1,605
-4% -$17.3K ﹤0.01% 1809
2016
Q2 		$475K Sell
44,068
-58,630
-57% -$628K ﹤0.01% 1721
2016
Q1 		$1.09M Buy
102,698
+7,124
+7% +$73.8K ﹤0.01% 1604
2015
Q4 		$985K Buy
95,574
+58,673
+159% +$593K ﹤0.01% 1687
2015
Q3 		$370K Sell
36,901
-3,712
-9% -$37.4K ﹤0.01% 2047
2015
Q2 		$414K Buy
40,613
+3,266
+9% +$33.9K ﹤0.01% 2057
2015
Q1 		$404K Sell
37,347
-5,627
-13% -$60.3K ﹤0.01% 2002
2014
Q4 		$458K Sell
42,974
-5,483
-11% -$57.9K ﹤0.01% 1829
2014
Q3 		$506K Buy
48,457
+4,257
+10% +$44.1K ﹤0.01% 1773
2014
Q2 		$454K Buy
44,200
+6,103
+16% +$62.6K ﹤0.01% 1874
2014
Q1 		$388K Buy
38,097
+1,046
+3% +$10.5K ﹤0.01% 1956
2013
Q4 		$358K Buy
37,051
+3,360
+10% +$32.5K ﹤0.01% 1984
2013
Q3 		$327K Buy
33,691
+820
+2% +$7.93K ﹤0.01% 1946
2013
Q2 		$323K Buy
+32,871
New +$336K ﹤0.01% 1852

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

LPL Financial's NIM Position: Q1 2026 in Review

LPL Financial increased its Nuveen Select Maturities Municipal Fund (NIM) stake by 17% in Q1 2026, buying an estimated $53.8K and bringing the position to 39,043 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #5043.

LPL Financial first reported a position in NIM in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.09M in Q1 2016. 52 funds tracked by Wall St. Rank hold NIM as of Q1 2026.

  • LPL Financial held 39,043 shares of Nuveen Select Maturities Municipal Fund worth $369K as of Q1 2026.
  • LPL Financial bought 5,628 Nuveen Select Maturities Municipal Fund shares in Q1 2026, an estimated $53.8K.
  • Nuveen Select Maturities Municipal Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5043 holding.
  • LPL Financial first reported a position in Nuveen Select Maturities Municipal Fund in Q2 2013 and has held it in 46 quarters since.
  • LPL Financial's Nuveen Select Maturities Municipal Fund position peaked at $1.09M in Q1 2016.
  • 52 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.