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Nuveen Barclays Shrt Term Muni bdfund shares owned by Theory Financial

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

Historical chart of Theory Financial investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by Theory Financial 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 Theory Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $308k 6.7k 46.23

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Select Sector Spdr Tr Communication (XLC)
Vanguard World Financials Etf (VFH)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dbx Etf Tr Xtrack Usd High (HYLB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Wisdomtree Tr Us Midcap Fund (EZM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Theory Financial

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

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

View all funds holding Nuveen Barclays Shrt Term Muni bdfund