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Nuveen Barclays Shrt Term Muni bdfund shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment 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 Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2026-06-30 $520k 11k 47.96
2026-03-31 $18k 377 47.83

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Lixte Biotechnology Holdings
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View all positions for Legacy Wealth Managment

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

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

View all funds holding Nuveen Barclays Shrt Term Muni bdfund