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

Altavista Wealth Management’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
2021 Q4	$1.42M	Sell	28,900 -500	-2%	-$24.6K	0.29%	64
2021 Q3	$1.45M	Buy	29,400 +469	+2%	+$23.3K	0.32%	62
2021 Q2	$1.43M	Sell	28,931 -1,200	-4%	-$59.5K	0.31%	62
2021 Q1	$1.49M	Buy	30,131 +455	+2%	+$22.6K	0.36%	59
2020 Q4	$1.48M	Sell	29,676 -274	-0.9%	-$13.6K	0.37%	55
2020 Q3	$1.49M	Buy	29,950 +607	+2%	+$30.3K	0.41%	51
2020 Q2	$1.46M	Sell	29,343 -185	-0.6%	-$9.14K	0.42%	53
2020 Q1	$1.44M	Buy	29,528 +431	+1%	+$21.1K	0.49%	47
2019 Q4	$1.43M	Sell	29,097 -2,753	-9%	-$135K	0.43%	55
2019 Q3	$1.56M	Hold	31,850	–	–	0.49%	50
2019 Q2	$1.56M	Sell	31,850 -9,966	-24%	-$484K	0.5%	47
2019 Q1	$2.03M	Sell	41,816 -492	-1%	-$23.8K	0.72%	42
2018 Q4	$2.03M	Hold	42,308	–	–	0.83%	39
2018 Q3	$2.02M	Buy	42,308 +127	+0.3%	+$6.09K	0.75%	42
2018 Q2	$2.02M	Buy	42,181 +2,053	+5%	+$98.1K	0.81%	40
2018 Q1	$1.92M	Buy	40,128 +4,089	+11%	+$196K	0.81%	40
2017 Q4	$1.73M	Hold	36,039	–	–	0.73%	43
2017 Q3	$1.75M	Buy	36,039 +1,741	+5%	+$84.9K	0.83%	41
2017 Q2	$1.66M	Buy	34,298 +3,260	+11%	+$159K	0.83%	40
2017 Q1	$1.5M	Buy	31,038 +7,524	+32%	+$363K	0.75%	44
2016 Q4	$1.13M	Hold	23,514	–	–	0.61%	44
2016 Q3	$1.15M	Buy	23,514 +6,466	+38%	+$317K	0.63%	45
2016 Q2	$837K	Hold	17,048	–	–	0.46%	51
2016 Q1	$832K	Buy	+17,048	New	+$834K	0.47%	52
2015 Q4	–	Sell	-10,903	Closed	-$531K	–	124
2015 Q3	$531K	Hold	10,903	–	–	0.35%	72
2015 Q2	$529K	Buy	+10,903	New	+$528K	0.33%	71

Other funds holding SHM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

UCFA

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Altavista Wealth Management's SHM Position: Q4 2021 in Review

Altavista Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.7% in Q4 2021, selling an estimated $24.6K and leaving 28,900 shares worth $1.42M. The position accounts for 0.29% of the portfolio, ranked #64.

Altavista Wealth Management first reported a position in SHM in Q2 2015 and has held it in 26 quarters since. The position peaked at $2.03M in Q4 2018. 469 funds tracked by Wall St. Rank hold SHM as of Q4 2021.

Altavista Wealth Management held 28,900 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.42M as of Q4 2021.
Altavista Wealth Management sold 500 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2021, an estimated $24.6K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.29% of Altavista Wealth Management's portfolio in Q4 2021, its #64 holding.
Altavista Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2015 and has held it in 26 quarters since.
Altavista Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.03M in Q4 2018.
469 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.