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Nuveen Barclays Shrt Term Muni bdfund shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth Partners 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 Balboa Wealth Partners 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 Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $522k 11k 47.05
2023-03-31 $515k 11k 47.55
2022-12-31 $360k 7.7k 46.98
2022-09-30 $228k 5.0k 46.00

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View all positions for Balboa Wealth Partners

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

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

View all funds holding Nuveen Barclays Shrt Term Muni bdfund