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Nuveen Barclays Shrt Term Muni bdfund shares owned by Avant Financial Advisors

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

Historical chart of Avant Financial Advisors investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by Avant Financial 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 Avant Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 8.2k 48.22
2025-06-30 $250k 5.2k 47.83
2025-03-31 $201k 4.2k 47.60
2024-12-31 $201k 4.2k 47.39

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View all positions for Avant Financial Advisors

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

Goldman Sachs Group
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Morgan Stanley
United Capital Financial Advisers
Mercer Global Advisors
Quent Capital
CliftonLarsonAllen Wealth Advisors
Pnc Financial Services
CX Institutional
Karpus Investment Management
LPL Financial
Financial Engines Advisors L.L.C
Wealthcare Advisory Partners

View all funds holding Nuveen Barclays Shrt Term Muni bdfund