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

Arete 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
Q1 		– Sell
-5,514
Closed -$264K – 666
2023
Q4 		$264K Buy
+5,514
New +$259K 0.02% 585
2023
Q2 		– Sell
-6,083
Closed -$289K – 742
2023
Q1 		$289K Sell
6,083
-385
-6% -$18.2K 0.02% 482
2022
Q4 		$304K Buy
6,468
+385
+6% +$17.9K 0.03% 457
2022
Q3 		$280K Sell
6,083
-4,224
-41% -$199K 0.03% 422
2022
Q2 		$487K Sell
10,307
-11
-0.1% -$517 0.05% 251
2022
Q1 		$488K Sell
10,318
-348
-3% -$16.8K 0.04% 285
2021
Q4 		$525K Hold
10,666
– – 0.04% 278
2021
Q3 		$527K Buy
10,666
+39
+0.4% +$1.93K 0.06% 251
2021
Q2 		$165K Buy
10,627
+13
+0.1% +$645 0.02% 346
2021
Q1 		$526K Buy
10,614
+361
+4% +$17.9K 0.07% 233
2020
Q4 		$510K Sell
10,253
-231
-2% -$11.5K 0.07% 229
2020
Q3 		$523K Sell
10,484
-944
-8% -$47.1K 0.08% 205
2020
Q2 		$570K Sell
11,428
-642
-5% -$31.7K 0.1% 205
2020
Q1 		$590K Sell
12,070
-679
-5% -$33.2K 0.12% 174
2019
Q4 		$626K Buy
12,749
+6
+0% +$294 0.11% 203
2019
Q3 		$624K Buy
12,743
+71
+0.6% +$3.49K 0.12% 191
2019
Q2 		$620K Sell
12,672
-2,073
-14% -$101K 0.12% 191
2019
Q1 		$715K Buy
14,745
+1,662
+13% +$80.3K 0.15% 171
2018
Q4 		$629K Buy
13,083
+2,638
+25% +$126K 0.15% 166
2018
Q3 		$498K Buy
10,445
+367
+4% +$17.6K 0.11% 187
2018
Q2 		$484K Buy
10,078
+6
+0.1% +$287 0.12% 197
2018
Q1 		$482K Buy
+10,072
New +$483K 0.16% 166
2014
Q4 		– Sell
-6,735
Closed -$329K – 156
2014
Q3 		$329K Buy
+6,735
New +$328K 0.25% 83

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Arete Wealth Advisors's SHM Position: Q1 2024 in Review

Arete Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2024, closing a stake of 5,514 shares — an estimated $264K sold.

Arete Wealth Advisors first reported a position in SHM in Q3 2014 and held it in 23 quarters. The position peaked at $715K in Q1 2019. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

  • Arete Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,514 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2024, an estimated $264K.
  • Arete Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2014 and held it in 23 quarters.
  • Arete Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $715K in Q1 2019.
  • 424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.