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

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

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $27k 572 47.44
2023-12-31 $49k 1.0k 47.79

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Intl Core Equity (DFIC)
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

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
CliftonLarsonAllen Wealth Advisors
Quent Capital
Jpmorgan Chase & Co
UBS Group
HTLF Bank
Wealth Enhancement Advisory Services
Wealthcare Advisory Partners

View all funds holding Nuveen Barclays Shrt Term Muni bdfund