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Nuveen Barclays Shrt Term Muni bdfund shares owned by Northern Oak Capital Management

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

Historical chart of Northern Oak Capital Management investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by Northern Oak Capital 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 Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 22k 47.39
2024-09-30 $1.4M 29k 48.14
2024-06-30 $1.4M 29k 47.19
2024-03-31 $1.4M 29k 47.44
2023-12-31 $1.4M 30k 47.79
2023-09-30 $1.4M 30k 46.23
2023-06-30 $1.5M 32k 47.05
2023-03-31 $1.5M 32k 47.55
2022-12-31 $536k 11k 46.98
2022-06-30 $123k 2.6k 47.31
2022-03-31 $123k 2.6k 47.31
2021-12-31 $128k 2.6k 49.23
2021-09-30 $128k 2.6k 49.23
2021-06-30 $129k 2.6k 49.62
2021-03-31 $144k 2.9k 49.66
2020-12-31 $144k 2.9k 49.66
2020-09-30 $145k 2.9k 50.00
2020-06-30 $145k 2.9k 50.00
2020-03-31 $142k 2.9k 48.97
2019-12-31 $142k 2.9k 48.97
2019-09-30 $142k 2.9k 48.85
2019-06-30 $142k 2.9k 48.85
2019-03-31 $141k 2.9k 48.46
2018-12-31 $139k 2.9k 48.08
2018-09-30 $138k 2.9k 47.69
2018-06-30 $139k 2.9k 47.93
2018-03-31 $139k 2.9k 47.93
2017-12-31 $139k 2.9k 47.93
2017-03-31 $237k 4.9k 48.37
2016-12-31 $331k 6.9k 47.97
2016-09-30 $337k 6.9k 48.84
2016-06-30 $780k 16k 49.06
2016-03-31 $849k 17k 48.79

More positions owned by Northern Oak Capital Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
At&t (T)
Kinder Morgan (KMI)
Virtu Finl Cl A (VIRT)

View all positions for Northern Oak Capital Management

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

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

View all funds holding Nuveen Barclays Shrt Term Muni bdfund