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Nuveen Barclays Shrt Term Muni bdfund shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private 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 TRUE Private 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $715k 15k 47.44
2023-12-31 $1.1M 22k 47.79
2023-09-30 $1.8M 40k 46.23

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View all positions for TRUE Private 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