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Nuveen Barclays Shrt Term Muni bdfund shares owned by Sage Private Wealth Group

Quarter-by-quarter ownership of Nuveen Barclays Shrt Term Muni bdfund (SHM) shares owned by Sage Private Wealth Group from 13F filings

Historical chart of Sage Private Wealth Group investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by Sage Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Barclays Shrt Term Muni bdfund by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $25k 535 46.73
2022-06-30 $25k 535 46.73
2021-12-31 $26k 535 48.60
2021-09-30 $26k 535 48.60
2021-06-30 $27k 535 50.47
2021-03-31 $27k 535 50.47
2020-12-31 $27k 535 50.47

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View all positions for Sage Private Wealth Group

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
Envestnet Asset Management
Morgan Stanley
Mercer Global Advisors
United Capital Financial Advisers
Northwestern Mutual Wealth Management Company
Pnc Financial Services
Commonwealth Equity Services
CliftonLarsonAllen Wealth Advisors
Quent Capital
Financial Engines Advisors L.L.C
LPL Financial
Jpmorgan Chase & Co

View all funds holding Nuveen Barclays Shrt Term Muni bdfund