Nuveen Barclays Shrt Term Muni bdfund shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Nuveen Barclays Shrt Term Muni bdfund (SHM) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Nuveen Barclays Shrt Term Muni bdfund
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Quarterly reported holdings in Nuveen Barclays Shrt Term Muni bdfund by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $265k | 5.5k | 48.14 |
| 2024-06-30 | $260k | 5.5k | 47.19 |
| 2024-03-31 | $474k | 10k | 47.44 |
| 2023-12-31 | $478k | 10k | 47.79 |
| 2023-09-30 | $462k | 10k | 46.23 |
| 2023-06-30 | $588k | 13k | 47.05 |
| 2023-03-31 | $594k | 13k | 47.55 |
| 2022-12-31 | $587k | 13k | 46.98 |
| 2022-09-30 | $576k | 13k | 46.08 |
| 2022-06-30 | $217k | 4.6k | 47.17 |
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