Stage Harbor Financial »

Nuveen Barclays Shrt Term Muni bdfund shares owned by Stage Harbor Financial

Quarter-by-quarter ownership of Nuveen Barclays Shrt Term Muni bdfund (SHM) shares owned by Stage Harbor Financial from 13F filings

Historical chart of Stage Harbor Financial 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 Stage Harbor Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuveen Barclays Shrt Term Muni bdfund by Stage Harbor Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $252k 5.3k 47.83
2025-03-31 $250k 5.3k 47.60
2024-12-31 $249k 5.3k 47.39

More positions owned by Stage Harbor Financial

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Dimensional Us (DXUV)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)

View all positions for Stage Harbor Financial

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

View all funds holding Nuveen Barclays Shrt Term Muni bdfund