Nuveen Barclays Shrt Term Muni bdfund shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Nuveen Barclays Shrt Term Muni bdfund (SHM) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS 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 JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $332k | 6.9k | 48.14 |
| 2024-06-30 | $325k | 6.9k | 47.19 |
| 2024-03-31 | $330k | 7.0k | 47.44 |
| 2023-12-31 | $330k | 6.9k | 47.79 |
| 2023-09-30 | $319k | 6.9k | 46.23 |
| 2023-06-30 | $325k | 6.9k | 47.05 |
| 2023-03-31 | $48k | 1.0k | 47.55 |
| 2022-12-31 | $47k | 1.0k | 46.98 |
| 2022-09-30 | $46k | 1.0k | 46.00 |
| 2022-06-30 | $47k | 1.0k | 47.00 |
| 2022-03-31 | $47k | 1.0k | 47.00 |
| 2021-12-31 | $49k | 1.0k | 49.00 |
| 2021-09-30 | $49k | 1.0k | 49.00 |
| 2021-06-30 | $50k | 1.0k | 50.00 |
| 2021-03-31 | $50k | 1.0k | 50.00 |
| 2020-12-31 | $50k | 1.0k | 50.00 |
| 2020-09-30 | $50k | 1.0k | 50.00 |
| 2020-06-30 | $50k | 1.0k | 50.00 |
| 2020-03-31 | $49k | 1.0k | 49.00 |
| 2019-12-31 | $551k | 11k | 49.07 |
| 2019-09-30 | $3.4M | 70k | 48.98 |
| 2019-06-30 | $3.5M | 72k | 48.93 |
| 2019-03-31 | $3.5M | 72k | 48.49 |
| 2018-12-31 | $6.4M | 134k | 48.06 |
| 2018-09-30 | $48k | 1.0k | 48.00 |
| 2018-06-30 | $62k | 1.3k | 48.32 |
| 2018-03-31 | $48k | 1.0k | 48.00 |
| 2017-12-31 | $48k | 1.0k | 48.00 |
| 2017-09-30 | $49k | 1.0k | 49.00 |
| 2017-06-30 | $49k | 1.0k | 49.00 |
| 2017-03-31 | $3.5M | 72k | 47.94 |
| 2016-12-31 | $3.5M | 72k | 47.94 |
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