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Nuveen Barclays Shrt Term Muni bdfund shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 41k 48.22
2025-06-30 $1.6M 33k 47.83
2024-12-31 $3.7M 78k 47.39
2019-12-31 $938k 19k 49.13