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Nuveen Barclays Shrt Term Muni bdfund shares owned by RMR Wealth Builders

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

Historical chart of RMR Wealth Builders 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 RMR Wealth Builders 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 RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2024-09-30 $611k 13k 48.14
2024-06-30 $599k 13k 47.19
2024-03-31 $533k 11k 47.44
2023-12-31 $526k 11k 47.79
2021-03-31 $42k 852 49.30
2020-12-31 $42k 852 49.30

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View all positions for RMR Wealth Builders

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