Private Ocean »

Nuveen Barclays Shrt Term Muni bdfund shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuveen Barclays Shrt Term Muni bdfund by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $97k 2.0k 47.44
2023-12-31 $104k 2.2k 47.79
2023-09-30 $101k 2.2k 46.23
2023-06-30 $102k 2.2k 47.05
2023-03-31 $103k 2.2k 47.54
2022-12-31 $105k 2.2k 46.98
2022-09-30 $409k 8.9k 46.06
2022-06-30 $419k 8.9k 47.21
2022-03-31 $423k 8.9k 47.33
2021-12-31 $235k 4.8k 49.16
2021-09-30 $294k 5.9k 49.44
2021-06-30 $143k 2.9k 49.40
2021-03-31 $143k 2.9k 49.46
2020-12-31 $151k 3.0k 49.95
2020-09-30 $106k 2.1k 50.07
2020-06-30 $45k 905 49.72
2020-03-31 $44k 902 48.78
2019-12-31 $45k 901 49.94
2019-09-30 $44k 897 49.05
2019-06-30 $43k 893 48.15
2019-03-31 $43k 890 48.31
2018-12-31 $43k 888 48.42
2018-09-30 $35k 729 48.01
2018-06-30 $35k 729 48.01
2018-03-31 $162k 3.4k 47.82

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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