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Nuveen Barclays Shrt Term Muni bdfund shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Nuveen Barclays Shrt Term Muni bdfund

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Barclays Shrt Term Muni bdfund held by CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $912k 19k 47.79
2023-06-30 $481k 10k 47.05
2023-03-31 $477k 10k 47.55
2022-06-30 $1.8M 39k 47.25
2022-03-31 $1.8M 39k 47.33
2021-12-31 $2.7M 54k 49.19
2021-09-30 $2.7M 54k 49.41
2021-06-30 $2.8M 56k 49.55
2021-03-31 $3.0M 61k 49.56
2020-12-31 $2.6M 53k 49.79
2020-09-30 $2.7M 55k 49.88
2020-06-30 $3.3M 67k 49.88
2019-12-31 $4.3M 87k 49.11
2019-09-30 $5.1M 104k 48.99
2019-06-30 $4.4M 90k 48.93
2019-03-31 $2.9M 60k 48.47
2018-12-31 $3.5M 74k 48.06
2018-09-30 $3.5M 73k 47.69
2018-06-30 $3.9M 81k 47.99
2018-03-31 $5.4M 113k 47.82
2017-12-31 $6.6M 139k 47.91
2017-09-30 $2.6M 54k 48.61
2017-06-30 $2.3M 47k 48.50
2017-03-31 $4.7M 98k 48.44
2016-12-31 $5.5M 115k 47.94
2016-09-30 $6.8M 138k 48.85
2016-06-30 $5.4M 111k 49.08
2016-03-31 $4.3M 87k 48.82

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

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