Aaron Wealth Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Aaron Wealth Advisors’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-102,420	Closed	-$4.93M	–	475
2024 Q3	$4.93M	Hold	102,420	–	–	0.59%	25
2024 Q2	$4.83M	Hold	102,420	–	–	0.67%	23
2024 Q1	$4.86M	Hold	102,420	–	–	0.7%	22
2023 Q4	$4.89M	Hold	102,420	–	–	0.81%	20
2023 Q3	$4.73M	Hold	102,420	–	–	0.61%	30
2023 Q2	$4.82M	Hold	102,420	–	–	0.63%	33
2023 Q1	$4.87M	Hold	102,420	–	–	0.67%	34
2022 Q4	$4.81M	Hold	102,420	–	–	0.7%	31
2022 Q3	$4.72M	Hold	102,420	–	–	0.87%	27
2022 Q2	$4.84M	Buy	102,420 +12,352	+14%	+$580K	1.22%	19
2022 Q1	$4.26M	Buy	90,068 +16,118	+22%	+$777K	0.98%	21
2021 Q4	$3.64M	Buy	73,950 +12,150	+20%	+$599K	1.02%	25
2021 Q3	$3.05M	Hold	61,800	–	–	0.86%	27
2021 Q2	$3.06M	Hold	61,800	–	–	1.01%	23
2021 Q1	$3.06M	Hold	61,800	–	–	1.12%	23
2020 Q4	$3.08M	Buy	+61,800	New	+$3.08M	1.13%	26

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aaron Wealth Advisors's SHM Position: Q4 2024 in Review

Aaron Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 102,420 shares — an estimated $4.93M sold.

Aaron Wealth Advisors first reported a position in SHM in Q4 2020 and held it in 16 quarters. The position peaked at $4.93M in Q3 2024. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

Aaron Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Aaron Wealth Advisors sold 102,420 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $4.93M.
Aaron Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 16 quarters.
Aaron Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.93M in Q3 2024.
406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Aaron Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.