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Nuveen Barclays Shrt Term Muni bdfund shares owned by L.K. Benson & Company, P.C.

Quarter-by-quarter ownership of Nuveen Barclays Shrt Term Muni bdfund (SHM) shares owned by L.K. Benson & Company, P.C. from 13F filings

Historical chart of L.K. Benson & Company, P.C. 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 L.K. Benson & Company, P.C. 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 L.K. Benson & Company, P.C.

Quarter filed Position value Share count Share price at filing
2025-12-31 $493k 10k 47.99
2025-09-30 $507k 11k 48.22
2025-06-30 $503k 11k 47.83
2025-03-31 $650k 14k 47.60

More positions owned by L.K. Benson & Company, P.C.

T. Rowe Price (TROW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ea Series Trust Alpha Architect (HIDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ea Series Trust Alpha Architect (CAOS)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for L.K. Benson & Company, P.C.

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

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LPL Financial
Financial Engines Advisors L.L.C
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Commonwealth Equity Services
Umb Bank N A

View all funds holding Nuveen Barclays Shrt Term Muni bdfund