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Nuveen Barclays Shrt Term Muni bdfund shares owned by K2 Financial

Quarter-by-quarter ownership of Nuveen Barclays Shrt Term Muni bdfund (SHM) shares owned by K2 Financial from 13F filings

Historical chart of K2 Financial investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by K2 Financial 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 K2 Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 4.2k 48.14
2025-09-30 $201k 4.2k 48.11
2025-06-30 $202k 4.2k 47.91

More positions owned by K2 Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr Usd Inv Grde Etf (USIG)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for K2 Financial

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

Goldman Sachs Group
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
United Capital Financial Advisers
Quent Capital
CliftonLarsonAllen Wealth Advisors
Mercer Global Advisors
Pnc Financial Services
CX Institutional
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
Wealthcare Advisory Partners
Commonwealth Equity Services
Umb Bank N A

View all funds holding Nuveen Barclays Shrt Term Muni bdfund