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Nuveen Barclays Shrt Term Muni bdfund shares owned by Brown Wealth Management

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

Historical chart of Brown Wealth Management investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by Brown Wealth Management 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 Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 22k 47.79
2023-09-30 $900k 20k 46.23
2023-06-30 $2.0M 42k 47.05

More positions owned by Brown Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Intl (IDEV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Brown Wealth Management

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

Bank of America Corporation
Goldman Sachs Group
Wells Fargo & Company
Mercer Global Advisors
United Capital Financial Advisers
Jane Street
Pnc Financial Services
Commonwealth Equity Services
Quent Capital
Jpmorgan Chase & Co
UBS Group
HTLF Bank
Wealth Enhancement Advisory Services
Wealthcare Advisory Partners
Stifel Financial

View all funds holding Nuveen Barclays Shrt Term Muni bdfund