Nuveen Barclays Shrt Term Muni bdfund shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Nuveen Barclays Shrt Term Muni bdfund (SHM) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Nuveen Barclays Shrt Term Muni bdfund
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Quarterly reported holdings in Nuveen Barclays Shrt Term Muni bdfund by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $688k | 14k | 47.79 |
| 2023-09-30 | $693k | 15k | 46.23 |
| 2023-06-30 | $2.1M | 45k | 47.05 |
| 2023-03-31 | $2.5M | 54k | 47.02 |
| 2022-12-31 | $2.6M | 55k | 46.98 |
| 2022-09-30 | $3.1M | 67k | 46.09 |
| 2022-06-30 | $3.4M | 72k | 47.26 |
| 2022-03-31 | $3.5M | 73k | 47.33 |
| 2021-12-31 | $3.6M | 74k | 49.17 |
| 2021-09-30 | $5.0M | 102k | 49.40 |
| 2021-06-30 | $6.4M | 130k | 49.56 |
| 2021-03-31 | $9.1M | 183k | 49.56 |
| 2020-12-31 | $5.1M | 103k | 49.79 |
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