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

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

Historical chart of Legacy Wealth Partners investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by Legacy Wealth Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2021-06-30 $2.0M 41k 49.57
2021-03-31 $2.0M 41k 49.56
2020-12-31 $1.6M 33k 49.79
2020-09-30 $1.6M 33k 49.86
2020-06-30 $1.6M 33k 49.88
2020-03-31 $1.7M 34k 48.90
2019-12-31 $1.9M 38k 49.26

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Ishares Tr Core S&p500 Etf (IVV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
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Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Broadmark Rlty Cap
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Bloomberg Brclys (JNK)

View all positions for Legacy Wealth Partners

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

Bank of America Corporation
Goldman Sachs Group
Wells Fargo & Company
Mercer Global Advisors
United Capital Financial Advisers
Jane Street
Pnc Financial Services
Commonwealth Equity Services
CliftonLarsonAllen Wealth Advisors
Quent Capital
Jpmorgan Chase & Co
UBS Group
HTLF Bank
Wealth Enhancement Advisory Services
Wealthcare Advisory Partners

View all funds holding Nuveen Barclays Shrt Term Muni bdfund