Next Level Private »

Nuveen Barclays Shrt Term Muni bdfund shares owned by Next Level Private

Quarter-by-quarter ownership of Nuveen Barclays Shrt Term Muni bdfund (SHM) shares owned by Next Level Private from 13F filings

Historical chart of Next Level Private 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 Next Level Private 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 Next Level Private

Quarter filed Position value Share count Share price at filing
2024-09-30 $306k 6.3k 48.14
2024-06-30 $300k 6.3k 47.19

More positions owned by Next Level Private

First Tr Exchange-traded Risng Divd Achiv (RDVY)
JPMorgan Chase & Co. (JPM)
Carlisle Companies (CSL)
Ge Aerospace Com New (GE)
First Tr Morningstar Divid L SHS (FDL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Blackstone Group Inc Com Cl A (BX)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Next Level Private

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

Bank of America Corporation
Envestnet Asset Management
Wells Fargo & Company
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
HTLF Bank
Jpmorgan Chase & Co
Wealthcare Advisory Partners
Renaissance Technologies

View all funds holding Nuveen Barclays Shrt Term Muni bdfund