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Nuveen Barclays Shrt Term Muni bdfund shares owned by Westside Investment Management

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

Historical chart of Westside Investment Management investment in Nuveen Barclays Shrt Term Muni bdfund

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All positions including Nuveen Barclays Shrt Term Muni bdfund held by Westside Investment 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 Westside Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 34k 48.14
2024-06-30 $1.6M 34k 47.19
2024-03-31 $1.4M 30k 47.44
2023-12-31 $1.5M 30k 47.79
2023-09-30 $2.3M 50k 46.23
2023-06-30 $2.4M 51k 47.05
2023-03-31 $2.4M 51k 47.55
2022-12-31 $2.4M 51k 46.97
2022-09-30 $1.5M 33k 46.06
2022-06-30 $2.1M 44k 47.24
2022-03-31 $1.9M 40k 47.31
2021-12-31 $2.0M 40k 49.18
2021-09-30 $2.0M 40k 49.40
2021-06-30 $2.0M 40k 49.54
2021-03-31 $1.8M 36k 49.55
2020-12-31 $932k 19k 49.78
2020-09-30 $929k 19k 49.83
2020-06-30 $928k 19k 49.87
2020-03-31 $908k 19k 48.86
2019-06-30 $103k 2.1k 48.56
2018-12-31 $103k 2.1k 48.07
2018-09-30 $102k 2.1k 47.71
2018-06-30 $102k 2.1k 47.96
2018-03-31 $102k 2.1k 47.79
2017-12-31 $102k 2.1k 48.00
2017-09-30 $103k 2.1k 48.55
2017-06-30 $8.3k 150 55.39
2017-03-31 $102k 2.1k 48.40
2016-12-31 $101k 2.1k 48.10

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View all positions for Westside Investment 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