Sightline Wealth Advisors
NIM icon

Sightline Wealth Advisors’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Sightline Wealth 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
Q3 		$108K Sell
12,452
-2,390
-16% -$22K 0.05% 69
2026
Q2 		$140K Buy
14,842
+77
+0.5% +$718 0.05% 91
2026
Q1 		$140K Buy
14,765
+50
+0.3% +$478 0.06% 88
2025
Q4 		$137K Buy
14,715
+2,563
+21% +$23.9K 0.06% 96
2025
Q3 		$113K Buy
12,152
+73
+0.6% +$669 0.05% 90
2025
Q2 		$109K Buy
12,079
+71
+0.6% +$644 0.05% 88
2025
Q1 		$112K Buy
12,008
+47
+0.4% +$426 0.06% 78
2024
Q4 		$104K Sell
11,961
-1,262
-10% -$11.4K 0.06% 85
2024
Q3 		$122K Buy
13,223
+82
+0.6% +$754 0.07% 80
2024
Q2 		$119K Buy
13,141
+79
+0.6% +$704 0.07% 79
2024
Q1 		$117K Buy
13,062
+78
+0.6% +$702 0.08% 72
2023
Q4 		$115K Buy
12,984
+80
+0.6% +$692 0.09% 67
2023
Q3 		$109K Buy
12,904
+149
+1% +$1.32K 0.1% 63
2023
Q2 		$118K Hold
12,755
– – 0.12% 55
2023
Q1 		$118K Buy
12,755
+67
+0.5% +$623 0.12% 54
2022
Q4 		$115K Buy
12,688
+64
+0.5% +$578 0.12% 59
2022
Q3 		$112K Buy
12,624
+60
+0.5% +$559 0.13% 49
2022
Q2 		$116K Buy
12,564
+57
+0.5% +$530 0.11% 50
2022
Q1 		$120K Buy
12,507
+52
+0.4% +$523 0.1% 54
2021
Q4 		$133K Buy
12,455
+52
+0.4% +$554 0.12% 54
2021
Q3 		$135K Buy
12,403
+54
+0.4% +$588 0.11% 51
2021
Q2 		$135K Buy
12,349
+49
+0.4% +$528 0.11% 53
2021
Q1 		$132K Buy
+12,300
New +$130K 0.12% 50

Other funds holding NIM

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Whipplewood Advisors
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return
Hickory Point Bank & Trust
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

Sightline Wealth Advisors's NIM Position: Q3 2026 in Review

Sightline Wealth Advisors reduced its Nuveen Select Maturities Municipal Fund (NIM) stake by 16% in Q3 2026, selling an estimated $22K and leaving 12,452 shares worth $108K. The position accounts for 0.05% of the portfolio, ranked #69.

Sightline Wealth Advisors first reported a position in NIM in Q1 2021 and has held it in 23 quarters since. The position peaked at $140K in Q2 2026. 14 funds tracked by Wall St. Rank hold NIM as of Q3 2026.

  • Sightline Wealth Advisors held 12,452 shares of Nuveen Select Maturities Municipal Fund worth $108K as of Q3 2026.
  • Sightline Wealth Advisors sold 2,390 Nuveen Select Maturities Municipal Fund shares in Q3 2026, an estimated $22K.
  • Nuveen Select Maturities Municipal Fund made up 0.05% of Sightline Wealth Advisors's portfolio in Q3 2026, its #69 holding.
  • Sightline Wealth Advisors first reported a position in Nuveen Select Maturities Municipal Fund in Q1 2021 and has held it in 23 quarters since.
  • Sightline Wealth Advisors's Nuveen Select Maturities Municipal Fund position peaked at $140K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q3 2026.

Based on Sightline Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.