LJI Wealth Management »

Nuveen Barclays Shrt Term Muni bdfund shares owned by LJI Wealth Management

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

Historical chart of LJI Wealth Management 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 LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuveen Barclays Shrt Term Muni bdfund by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 52k 48.14
2024-06-30 $2.4M 52k 47.19
2023-09-30 $3.2M 70k 46.23
2023-06-30 $3.5M 75k 47.05
2023-03-31 $4.7M 99k 47.55
2022-12-31 $4.0M 84k 46.98