MAI Wealth Advisors »

Nuveen Barclays Shrt Term Muni bdfund shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $503k 10k 48.22
2025-06-30 $509k 11k 47.83
2025-03-31 $3.5M 74k 47.60
2024-12-31 $3.4M 72k 47.39

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

Goldman Sachs Group
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
United Capital Financial Advisers
Mercer Global Advisors
Quent Long Short Global Small Cap Fund
Quent Capital
CliftonLarsonAllen Wealth Advisors
Pnc Financial Services
CX Institutional
Karpus Investment Management
LPL Financial
Financial Engines Advisors L.L.C
Wealthcare Advisory Partners

View all funds holding Nuveen Barclays Shrt Term Muni bdfund