Atlantic Edge Private Wealth Management »

Nuveen Barclays Shrt Term Muni bdfund shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of Nuveen Barclays Shrt Term Muni bdfund (SHM) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth 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 Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuveen Barclays Shrt Term Muni bdfund by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $956k 20k 47.44
2023-12-31 $1.2M 25k 47.79

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Msci Emrg Chn (EMXC)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Nuveen Barclays Shrt Term Muni bdfund

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

View all funds holding Nuveen Barclays Shrt Term Muni bdfund