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Nuveen Barclays Shrt Term Muni bdfund shares owned by Precision Wealth Strategies

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

Historical chart of Precision Wealth Strategies 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 Precision Wealth Strategies 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 Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 103k 48.22
2025-06-30 $5.2M 109k 47.83

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Top funds holding Nuveen Barclays Shrt Term Muni bdfund

Goldman Sachs Group
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Morgan Stanley
United Capital Financial Advisers
Mercer Global Advisors
Quent Capital
CliftonLarsonAllen Wealth Advisors
Pnc Financial Services
CX Institutional
Karpus Investment Management
LPL Financial
Financial Engines Advisors L.L.C
Wealthcare Advisory Partners

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