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Nuveen Barclays Shrt Term Muni bdfund shares owned by Transcendent Capital Group

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

Historical chart of Transcendent Capital Group investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by Transcendent Capital 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 Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $929k 19k 48.14
2024-06-30 $1.2M 25k 47.19
2024-03-31 $1.2M 25k 47.44
2023-12-31 $1.4M 30k 47.79

More positions owned by Transcendent Capital Group

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Blackrock Ultra Blackrock Ultra (ICSH)
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Vanguard Large-cap Etf Large Cap Etf (VV)
Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)
Jpmorgan Ultra-short Income Etf Ultra Shrt Inc (JPST)
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Ishares Tr S&p Mc 400gr Etf S&p Mc 400gr Etf (IJK)

View all positions for Transcendent Capital Group

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