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

Whipplewood 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 Q1	$1.45M	Sell	153,276 -2,320	-1%	-$22.2K	0.75%	33
2025 Q4	$1.45M	Buy	155,596 +2,424	+2%	+$22.6K	0.93%	30
2025 Q3	$1.42M	Buy	153,172 +6,376	+4%	+$58.4K	0.93%	33
2025 Q2	$1.33M	Buy	146,796 +77,497	+112%	+$703K	0.73%	32
2025 Q1	$1.37M	Sell	69,299 -78,590	-53%	-$713K	0.81%	30
2024 Q4	$1.29M	Buy	+147,889	New	+$1.34M	0.73%	32

Other funds holding NIM

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Croban Fremont, Ohio $213M AUM 14.32% 1-Year Est. Return

Whipplewood Advisors's NIM Position: Q1 2026 in Review

Whipplewood Advisors reduced its Nuveen Select Maturities Municipal Fund (NIM) stake by 1.5% in Q1 2026, selling an estimated $22.2K and leaving 153,276 shares worth $1.45M. The position accounts for 0.75% of the portfolio, ranked #33.

Whipplewood Advisors first reported a position in NIM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.45M in Q4 2025. 52 funds tracked by Wall St. Rank hold NIM as of Q1 2026.

Whipplewood Advisors held 153,276 shares of Nuveen Select Maturities Municipal Fund worth $1.45M as of Q1 2026.
Whipplewood Advisors sold 2,320 Nuveen Select Maturities Municipal Fund shares in Q1 2026, an estimated $22.2K.
Nuveen Select Maturities Municipal Fund made up 0.75% of Whipplewood Advisors's portfolio in Q1 2026, its #33 holding.
Whipplewood Advisors first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2024 and has held it in 6 quarters since.
Whipplewood Advisors's Nuveen Select Maturities Municipal Fund position peaked at $1.45M in Q4 2025.
52 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.