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

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

Historical chart of Northwest 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 Northwest 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 Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $508k 11k 48.14
2024-06-30 $498k 11k 47.19
2024-03-31 $501k 11k 47.44
2023-12-31 $505k 11k 47.79
2023-09-30 $806k 17k 46.23
2023-06-30 $820k 17k 47.05
2023-03-31 $829k 17k 47.55
2022-12-31 $819k 17k 46.98
2022-09-30 $803k 17k 46.06
2022-06-30 $824k 17k 47.27
2022-03-31 $825k 17k 47.33
2021-12-31 $857k 17k 49.16
2021-09-30 $878k 18k 49.39
2021-06-30 $891k 18k 49.56
2021-03-31 $909k 18k 49.55
2020-12-31 $890k 18k 49.80
2020-09-30 $891k 18k 49.86
2020-06-30 $907k 18k 49.85
2020-03-31 $911k 19k 48.87
2019-12-31 $1.2M 25k 49.13
2019-09-30 $1.2M 25k 48.97
2019-06-30 $1.2M 25k 48.93
2019-03-31 $809k 17k 48.48
2018-12-31 $781k 16k 48.04
2018-09-30 $775k 16k 47.67
2018-06-30 $485k 10k 47.96
2018-03-31 $372k 7.8k 47.89
2017-12-31 $266k 5.6k 47.89
2017-09-30 $270k 5.6k 48.61
2017-06-30 $513k 11k 48.52
2017-03-31 $512k 11k 48.42
2016-12-31 $637k 13k 47.94

More positions owned by Northwest Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)

View all positions for Northwest 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