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

Alera Investment 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 Q3	$3.51M	Buy	72,950 +1,691	+2%	+$80.7K	0.41%	40
2024 Q2	$3.36M	Buy	+71,259	New	+$3.36M	0.4%	41
2022 Q2	–	Sell	-6,225	Closed	-$295K	–	198
2022 Q1	$295K	Hold	6,225	–	–	0.07%	148
2021 Q4	$306K	Buy	+6,225	New	+$307K	0.08%	83
2019 Q2	–	Sell	-242	Closed	-$12K	–	835
2019 Q1	$12K	Buy	242 +46	+23%	+$2.22K	0.01%	426
2018 Q4	$9K	Buy	+196	New	+$9.35K	0.01%	468

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Alera Investment Advisors's SHM Position: Q3 2024 in Review

Alera Investment Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.4% in Q3 2024, buying an estimated $80.7K and bringing the position to 72,950 shares worth $3.51M. The position accounts for 0.41% of the portfolio, ranked #40.

Alera Investment Advisors first reported a position in SHM in Q4 2018 and has held it in 6 quarters since. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

Alera Investment Advisors held 72,950 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.51M as of Q3 2024.
Alera Investment Advisors bought 1,691 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $80.7K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.41% of Alera Investment Advisors's portfolio in Q3 2024, its #40 holding.
Alera Investment Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and has held it in 6 quarters since.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.