Nuveen Barclays Shrt Term Muni bdfund shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Nuveen Barclays Shrt Term Muni bdfund (SHM) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Nuveen Barclays Shrt Term Muni bdfund
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Quarterly reported holdings in Nuveen Barclays Shrt Term Muni bdfund by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 32k | 48.22 |
| 2025-06-30 | $866k | 18k | 47.83 |
| 2025-03-31 | $814k | 17k | 47.60 |
| 2024-12-31 | $814k | 17k | 47.39 |
| 2024-09-30 | $805k | 17k | 48.14 |
| 2024-06-30 | $813k | 17k | 47.19 |
| 2024-03-31 | $812k | 17k | 47.44 |
| 2023-12-31 | $797k | 17k | 47.79 |
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