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Schwarz Dygos Wheeler Investment Advisors’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$470K Buy
49,884
+1,216
+2% +$11.3K 0.09% 110
2026
Q1 		$460K Buy
48,668
+4,721
+11% +$45.1K 0.1% 109
2025
Q4 		$409K Buy
43,947
+4,000
+10% +$37.3K 0.08% 112
2025
Q3 		$370K Buy
39,947
+2
+0% +$18 0.08% 118
2025
Q2 		$362K Buy
39,945
+1,421
+4% +$12.9K 0.08% 123
2025
Q1 		$359K Buy
38,524
+3,594
+10% +$32.6K 0.09% 121
2024
Q4 		$304K Buy
34,930
+1,030
+3% +$9.31K 0.07% 129
2024
Q3 		$314K Hold
33,900
– – 0.08% 118
2024
Q2 		$306K Hold
33,900
– – 0.08% 118
2024
Q1 		$305K Buy
33,900
+1,500
+5% +$13.5K 0.09% 122
2023
Q4 		$286K Hold
32,400
– – 0.09% 123
2023
Q3 		$274K Buy
32,400
+3,000
+10% +$26.6K 0.09% 114
2023
Q2 		$265K Hold
29,400
– – 0.09% 122
2023
Q1 		$271K Hold
29,400
– – 0.1% 112
2022
Q4 		$266K Buy
29,400
+3,300
+13% +$29.8K 0.1% 106
2022
Q3 		$231K Hold
26,100
– – 0.1% 102
2022
Q2 		$240K Hold
26,100
– – 0.1% 111
2022
Q1 		$250K Hold
26,100
– – 0.08% 115
2021
Q4 		$279K Hold
26,100
– – 0.09% 112
2021
Q3 		$283K Hold
26,100
– – 0.1% 109
2021
Q2 		$286K Hold
26,100
– – 0.1% 105
2021
Q1 		$279K Hold
26,100
– – 0.12% 100
2020
Q4 		$279K Hold
26,100
– – 0.13% 88
2020
Q3 		$274K Hold
26,100
– – 0.16% 81
2020
Q2 		$268K Buy
26,100
+8,250
+46% +$80.9K 0.17% 71
2020
Q1 		$174K Hold
17,850
– – 0.15% 77
2019
Q4 		$187K Hold
17,850
– – 0.13% 81
2019
Q3 		$186K Hold
17,850
– – 0.15% 77
2019
Q2 		$186K Hold
17,850
– – 0.15% 77
2019
Q1 		$178K Hold
17,850
– – 0.15% 73
2018
Q4 		$171K Buy
+17,850
New +$170K 0.18% 64

Other funds holding NIM

TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 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 $149M AUM 13.01% 1-Year Est. Return
C
Croban Fremont, Ohio $227M AUM 16.8% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's NIM Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Nuveen Select Maturities Municipal Fund (NIM) stake by 2.5% in Q2 2026, buying an estimated $11.3K and bringing the position to 49,884 shares worth $470K. The position accounts for 0.09% of the portfolio, ranked #110.

Schwarz Dygos Wheeler Investment Advisors first reported a position in NIM in Q4 2018 and has held it in 31 quarters since. 27 funds tracked by Wall St. Rank hold NIM as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 49,884 shares of Nuveen Select Maturities Municipal Fund worth $470K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 1,216 Nuveen Select Maturities Municipal Fund shares in Q2 2026, an estimated $11.3K.
  • Nuveen Select Maturities Municipal Fund made up 0.09% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2018 and has held it in 31 quarters since.
  • 27 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.