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

Whipplewood Advisors’s Portfolio NIM Stock Details NIM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.33M Buy
146,796
+77,497
+112% +$702K 0.73% 32
2025
Q1 		$1.37M Sell
69,299
-78,590
-53% -$1.56M 0.81% 30
2024
Q4 		$1.29M Buy
+147,889
New +$1.29M 0.73% 32