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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

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Barclays Shrt Term Muni bdfund held by HCR Wealth Advisors 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Vanguard Growth Index Fund ETF Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Microsoft Common Stock (MSFT)
Ametek Common Stock (AME)
iShares Core S&P 500 ETF Etf (IVV)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
Nvidia Corp Common Stock (NVDA)
Visa Common Stock (V)
Amazon.Com Common Stock (AMZN)
Costco Wholesale Common Stock (COST)
Meta Platforms Common Stock (META)

View all positions for HCR Wealth Advisors

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

Bank of America Corporation
Goldman Sachs Group
Wells Fargo & Company
Mercer Global Advisors
United Capital Financial Advisers
Jane Street
Pnc Financial Services
Commonwealth Equity Services
Quent Capital
Jpmorgan Chase & Co
UBS Group
HTLF Bank
Wealth Enhancement Advisory Services
Wealthcare Advisory Partners
Stifel Financial

View all funds holding Nuveen Barclays Shrt Term Muni bdfund