Whipplewood Advisors, LLC

Position in NIM — Nuveen Select Maturities Municipal Fund

CIK 2052510 LITTLETON, CO

Position in NIM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,422,749

-$25,709 QoQ

Shares Held

151,035

-1.5% QoQ

Ownership

1.21%

of shares outstanding

% of Portfolio

2.76%

of 13F equity value

Holder Rank

of 45 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $37,105,736 across 49 Asset Management names. NIM ranks #6 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEA	Western Asset Premier Bond Fund	357,034	$3,802,412
2	ARCC	Ares Capital Corp	177,662	$3,292,076
3	BXSL	Blackstone Secured Lending Fund	121,437	$2,879,271
4	DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc	93,297	$1,928,448
5	GBDC	GOLUB CAPITAL BDC, Inc.	112,027	$1,442,907
6	NIM	Nuveen Select Maturities Municipal Fund This page	151,035	$1,422,749
7	HTGC	Hercules Capital, Inc.	83,463	$1,316,211
8	HYT	Blackrock Corporate High Yield Fund, Inc.	131,117	$1,122,361

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,422,749	151,035	-1.5%	Shares	Sole	2026-07-27
2026-03-31	$1,448,458	153,276	-1.5%	Shares	Sole	2026-04-30
2025-12-31	$1,448,598	155,596	+1.6%	Shares	Sole	2026-02-17
2025-09-30	$1,418,372	153,172	+4.3%	Shares	Sole	2025-11-06
2025-06-30	$1,329,971	146,796	+111.8%	Shares	Sole	2025-07-31
2025-03-31	$645,866	69,299	-53.1%	Shares	Sole	2025-04-10
2024-12-31	$1,288,113	147,889	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.