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Nuveen Barclays Shrt Term Muni bdfund shares owned by Wagner Bowman Management

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

Historical chart of Wagner Bowman Management investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by Wagner Bowman 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 Wagner Bowman Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $884k 18k 47.97
2022-06-30 $581k 12k 47.49
2022-03-31 $677k 15k 46.74
2021-12-31 $928k 19k 49.18
2020-03-31 $269k 5.5k 48.73
2019-12-31 $271k 5.5k 49.09

More positions owned by Wagner Bowman Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust St Str P500etf (SPYM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Dynamic Eqty Act (BDYN)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Wagner Bowman Management

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

Bank of America Corporation
Goldman Sachs Group
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Morgan Stanley
Quent Capital
Pnc Financial Services
Mercer Global Advisors
United Capital Financial Advisers
LPL Financial
CX Institutional
CliftonLarsonAllen Wealth Advisors
Financial Engines Advisors L.L.C
Commonwealth Equity Services

View all funds holding Nuveen Barclays Shrt Term Muni bdfund