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Nuveen Barclays Shrt Term Muni bdfund shares owned by GenTrust

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

Historical chart of GenTrust investment in Nuveen Barclays Shrt Term Muni bdfund

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Quarterly reported holdings in Nuveen Barclays Shrt Term Muni bdfund by GenTrust

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 144k 48.22
2025-06-30 $6.1M 127k 47.83
2025-03-31 $6.1M 128k 47.60
2024-12-31 $5.9M 124k 47.39
2024-09-30 $6.0M 124k 48.14
2024-06-30 $5.9M 125k 47.19
2024-03-31 $6.1M 129k 47.44
2023-12-31 $6.2M 129k 47.79
2023-09-30 $4.2M 90k 46.23
2023-06-30 $4.2M 90k 47.05
2023-03-31 $4.3M 91k 47.55
2022-12-31 $4.2M 90k 46.98
2022-09-30 $3.5M 76k 46.09
2022-06-30 $3.7M 78k 47.26
2022-03-31 $4.0M 84k 47.33
2021-12-31 $4.3M 89k 48.35
2021-09-30 $5.6M 113k 49.40
2021-06-30 $5.7M 115k 49.56
2021-03-31 $6.5M 132k 49.52
2020-12-31 $7.9M 158k 49.79
2020-09-30 $20M 393k 49.87
2020-06-30 $29M 584k 49.87
2020-03-31 $19M 383k 48.90
2019-12-31 $22M 449k 49.11
2019-09-30 $15M 307k 48.99
2019-06-30 $13M 255k 48.93
2019-03-31 $13M 257k 48.48
2018-12-31 $11M 234k 48.06
2018-09-30 $14M 301k 47.69
2018-06-30 $13M 271k 47.99
2018-03-31 $12M 253k 47.82
2017-12-31 $14M 300k 47.91
2017-09-30 $14M 297k 48.60
2017-06-30 $16M 325k 48.50
2017-03-31 $22M 449k 48.44
2016-12-31 $22M 459k 47.96

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View all positions for GenTrust

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