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Nuveen Barclays Shrt Term Muni bdfund shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 36k 48.14
2024-06-30 $2.6M 54k 47.19
2024-03-31 $2.6M 55k 47.44
2023-12-31 $2.8M 59k 47.79
2023-09-30 $2.5M 54k 46.23
2023-06-30 $3.3M 71k 47.05
2023-03-31 $3.7M 78k 47.55
2022-12-31 $3.6M 77k 46.98
2022-09-30 $5.0M 108k 46.09
2022-06-30 $5.4M 114k 47.26
2022-03-31 $4.6M 97k 47.34
2021-12-31 $4.9M 101k 49.18
2021-09-30 $5.1M 103k 49.40
2021-06-30 $4.3M 87k 49.56
2021-03-31 $4.8M 97k 49.56
2020-12-31 $4.9M 98k 49.79
2020-09-30 $5.2M 104k 49.86
2020-06-30 $5.7M 115k 49.81
2020-03-31 $12M 240k 48.40
2019-12-31 $13M 268k 49.17
2019-09-30 $2.9M 59k 48.99
2019-06-30 $12M 237k 48.93
2019-03-31 $921k 19k 48.47
2018-12-31 $1.0M 22k 48.08
2018-09-30 $1.4M 29k 47.69
2018-06-30 $1.5M 31k 48.00
2018-03-31 $851k 18k 47.83
2017-12-31 $1.7M 36k 47.92
2017-09-30 $2.2M 45k 48.60
2017-06-30 $1.3M 27k 48.49
2017-03-31 $777k 16k 48.41
2016-12-31 $3.2M 66k 47.93
2016-09-30 $165k 3.4k 49.19
2016-06-30 $687k 14k 49.05
2016-03-31 $684k 14k 48.83

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Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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