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Nuveen Barclays Shrt Term Muni bdfund shares owned by KWMG

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

Historical chart of KWMG investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by KWMG 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 KWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 83k 48.14
2024-06-30 $3.9M 82k 47.19
2024-03-31 $3.9M 82k 47.44
2023-12-31 $3.8M 79k 47.79
2023-09-30 $3.4M 74k 46.23
2023-06-30 $3.3M 71k 47.05
2023-03-31 $3.3M 69k 47.55
2022-12-31 $3.2M 68k 46.98
2022-09-30 $3.1M 66k 46.09
2022-06-30 $3.0M 63k 47.26
2022-03-31 $2.8M 59k 47.34
2021-12-31 $2.8M 57k 49.18
2021-09-30 $3.2M 66k 49.40
2021-06-30 $3.1M 64k 49.57
2021-03-31 $3.3M 66k 49.56
2020-12-31 $3.3M 66k 49.79
2020-09-30 $3.8M 76k 49.87
2020-06-30 $3.4M 68k 49.88
2020-03-31 $2.6M 53k 48.89
2019-12-31 $2.1M 44k 49.11
2019-09-30 $1.9M 39k 48.98
2019-06-30 $1.9M 39k 48.93
2019-03-31 $1.8M 37k 48.47
2018-12-31 $1.7M 34k 48.07
2018-09-30 $2.0M 42k 47.70
2018-06-30 $2.0M 41k 47.99
2018-03-31 $2.2M 46k 47.83
2017-12-31 $1.8M 38k 47.92
2017-09-30 $2.8M 57k 48.60
2017-06-30 $2.7M 56k 48.50
2017-03-31 $2.5M 51k 48.45
2016-12-31 $672k 14k 47.91
2016-09-30 $1.3M 26k 48.83
2016-06-30 $1.2M 24k 49.09
2016-03-31 $1.2M 24k 48.80

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for KWMG

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

Bank of America Corporation
Envestnet Asset Management
Goldman Sachs Group
Morgan Stanley
Wells Fargo & Company
Mercer Global Advisors
United Capital Financial Advisers
Northwestern Mutual Wealth Management Company
Pnc Financial Services
CliftonLarsonAllen Wealth Advisors
Commonwealth Equity Services
Quent Capital
Financial Engines Advisors L.L.C
LPL Financial
Stifel Financial

View all funds holding Nuveen Barclays Shrt Term Muni bdfund