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

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

Historical chart of Modera Wealth Management investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by Modera Wealth Management 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 29k 48.14
2024-06-30 $1.2M 25k 47.19
2024-03-31 $1.1M 24k 47.44
2023-12-31 $1.2M 25k 47.79
2023-09-30 $1.5M 33k 46.23
2023-06-30 $1.6M 34k 47.05
2023-03-31 $1.1M 23k 47.55
2022-12-31 $1.5M 31k 46.98
2022-09-30 $2.6M 55k 46.09
2022-06-30 $3.9M 82k 47.26
2022-03-31 $6.0M 128k 47.33
2021-12-31 $2.2M 44k 49.18
2021-09-30 $2.2M 44k 49.40
2021-06-30 $2.4M 49k 49.57
2021-03-31 $2.4M 49k 49.56
2020-12-31 $2.5M 50k 49.78
2020-09-30 $242k 4.8k 49.91
2020-06-30 $242k 4.8k 49.91
2020-03-31 $242k 5.0k 48.83
2019-12-31 $230k 4.7k 49.08
2019-09-30 $230k 4.7k 49.08
2019-06-30 $229k 4.7k 48.87
2019-03-31 $227k 4.7k 48.44
2018-12-31 $225k 4.7k 48.02
2018-09-30 $223k 4.7k 47.59
2018-06-30 $225k 4.7k 48.02
2018-03-31 $229k 4.8k 47.88
2017-12-31 $241k 5.0k 47.97
2017-09-30 $271k 5.6k 48.61
2017-06-30 $270k 5.6k 48.43
2017-03-31 $270k 5.6k 48.43
2016-12-31 $311k 6.5k 47.89
2016-09-30 $341k 7.0k 48.83

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Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Modera Wealth Management

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

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

View all funds holding Nuveen Barclays Shrt Term Muni bdfund