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 Q2	$1.42M	Sell	151,035 -2,241	-1%	-$20.9K	0.96%	29
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 $1.15B AUM 12.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Croban Fremont, Ohio $227M AUM 16.8% 1-Year Est. Return

Whipplewood Advisors's NIM Position: Q2 2026 in Review

Whipplewood Advisors reduced its Nuveen Select Maturities Municipal Fund (NIM) stake by 1.5% in Q2 2026, selling an estimated $20.9K and leaving 151,035 shares worth $1.42M. The position accounts for 0.96% of the portfolio, ranked #29.

Whipplewood Advisors first reported a position in NIM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q4 2025. 46 funds tracked by Wall St. Rank hold NIM as of Q2 2026.

Whipplewood Advisors held 151,035 shares of Nuveen Select Maturities Municipal Fund worth $1.42M as of Q2 2026.
Whipplewood Advisors sold 2,241 Nuveen Select Maturities Municipal Fund shares in Q2 2026, an estimated $20.9K.
Nuveen Select Maturities Municipal Fund made up 0.96% of Whipplewood Advisors's portfolio in Q2 2026, its #29 holding.
Whipplewood Advisors first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Nuveen Select Maturities Municipal Fund position peaked at $1.45M in Q4 2025.
46 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.