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Nuveen Barclays Shrt Term Muni bdfund shares owned by Alera Investment Advisors

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

Historical chart of Alera Investment Advisors investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by Alera Investment 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 Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.4M 71k 47.19
2022-03-31 $295k 6.2k 47.39
2021-12-31 $306k 6.2k 49.16
2019-03-31 $12k 242 49.59
2018-12-31 $9.0k 196 45.92

More positions owned by Alera Investment Advisors

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Russell 1000 Value Etf Etf (IWD)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Technology Etf Etf (IYW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares 20 Year Treasury Bond Etf Etf (TLT)

View all positions for Alera Investment Advisors

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

Bank of America Corporation
Envestnet Asset Management
Goldman Sachs Group
Morgan Stanley
Wells Fargo & Company
Mercer Global Advisors
United Capital Financial Advisers
Northwestern Mutual Wealth Management Company
Pnc Financial Services
CliftonLarsonAllen Wealth Advisors
Commonwealth Equity Services
Quent Capital
Financial Engines Advisors L.L.C
LPL Financial
Stifel Financial

View all funds holding Nuveen Barclays Shrt Term Muni bdfund