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Nuveen Barclays Shrt Term Muni bdfund shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by Private Wealth Management Group 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 Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $25k 530 47.39
2024-09-30 $26k 530 48.14
2024-03-31 $27k 572 47.44
2023-12-31 $49k 1.0k 47.79

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Palantir Technologies Cl A (PLTR)

View all positions for Private Wealth Management Group

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