Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Nuveen Barclays Shrt Term Muni bdfund shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Nuveen Barclays Shrt Term Muni bdfund (SHM) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 154k 48.14
2024-06-30 $7.4M 157k 47.19
2024-03-31 $7.7M 163k 47.44
2023-12-31 $8.4M 175k 47.79
2023-09-30 $9.1M 198k 46.23
2023-06-30 $9.2M 195k 47.05
2023-03-31 $12M 251k 47.55
2022-12-31 $13M 273k 46.98
2022-09-30 $14M 302k 46.09
2022-06-30 $8.4M 178k 47.26
2022-03-31 $6.1M 129k 47.33
2021-12-31 $6.0M 123k 49.18
2021-09-30 $6.4M 129k 49.40
2021-06-30 $7.7M 155k 49.56
2021-03-31 $7.1M 144k 49.56
2020-12-31 $8.3M 167k 49.79
2020-09-30 $8.6M 173k 49.87
2020-06-30 $8.2M 165k 49.87
2020-03-31 $8.8M 179k 48.90
2019-12-31 $8.6M 174k 49.11
2019-09-30 $9.0M 185k 48.99
2019-06-30 $9.9M 203k 48.93
2019-03-31 $11M 219k 48.48
2018-12-31 $11M 222k 48.06
2018-09-30 $11M 220k 47.69
2018-06-30 $12M 245k 47.99
2018-03-31 $8.5M 178k 47.82
2017-12-31 $9.9M 207k 47.91
2017-09-30 $8.2M 169k 48.60
2017-06-30 $8.2M 168k 48.50
2017-03-31 $8.7M 181k 48.44
2016-12-31 $8.2M 171k 47.94
2016-09-30 $2.0M 40k 48.84
2016-06-30 $2.0M 40k 49.08
2016-03-31 $1.8M 38k 48.82

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Ishares Tr Eafe Value Etf (EFV)
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Spdr Ser Tr Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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