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Nuveen Barclays Shrt Term Muni bdfund shares owned by TruNorth Capital Management

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

Historical chart of TruNorth Capital Management 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 TruNorth Capital Management 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 TruNorth Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 103k 48.14
2024-06-30 $4.7M 99k 47.19
2024-03-31 $4.4M 92k 47.44

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Stryker Corporation (SYK)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for TruNorth Capital Management

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