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Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni shares owned by Crestwood Advisors

Quarter-by-quarter ownership of Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) shares owned by Crestwood Advisors from 13F filings

Historical chart of Crestwood Advisors investment in Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni

Tip: Access up to 7 years of quarterly data

All positions including Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.9M 169k 46.83
2024-06-30 $8.5M 186k 45.75
2024-03-31 $9.0M 195k 46.48
2023-12-31 $11M 231k 47.00
2023-09-30 $6.3M 145k 43.70
2023-06-30 $3.5M 76k 46.16
2023-03-31 $4.5M 96k 46.82
2022-12-31 $7.8M 171k 45.62
2022-09-30 $10M 228k 43.99
2022-06-30 $5.3M 115k 45.86
2022-03-31 $7.9M 165k 47.88
2021-12-31 $8.4M 162k 51.73
2021-09-30 $9.4M 182k 51.57
2021-06-30 $9.7M 187k 52.11
2021-03-31 $11M 207k 51.66
2020-12-31 $12M 234k 52.49
2020-09-30 $13M 258k 51.93
2020-06-30 $14M 274k 51.66
2020-03-31 $15M 290k 50.00
2019-12-31 $16M 313k 50.58
2019-09-30 $16M 318k 50.69
2019-06-30 $16M 323k 50.14
2019-03-31 $16M 329k 49.28
2018-12-31 $16M 324k 48.12
2018-09-30 $2.4M 50k 47.49
2018-06-30 $2.4M 51k 47.99
2018-03-31 $2.2M 46k 48.03
2017-12-31 $2.2M 45k 48.96
2017-09-30 $1.9M 39k 48.91
2017-06-30 $1.7M 35k 49.04
2017-03-31 $1.1M 22k 48.11

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Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Visa Inc Com Cl A Stock (V)
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Booking Holdings Stock (BKNG)
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Blackstone Stock (BX)
Ishares U.s. Treasury Bond Etf Etf (GOVT)

View all positions for Crestwood Advisors

Top funds holding Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni

Bank of America Corporation
Morgan Stanley
Northwestern Mutual Wealth Management Company
Fisher Investments
CliftonLarsonAllen Wealth Advisors
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
Assetmark
One Capital Management
Jpmorgan Chase & Co
Foster Group
Hanson McClain Advisors
Revolve Wealth Partners
Streettalk Advisors

View all funds holding Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni