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Aveo Capital Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Aveo Capital Partners’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
-4,787
Closed -$229K – 382
2023
Q4 		$229K Sell
4,787
-2,561
-35% -$120K 0.03% 306
2023
Q3 		$340K Sell
7,348
-3,969
-35% -$186K 0.04% 246
2023
Q2 		$532K Sell
11,317
-8,237
-42% -$388K 0.07% 195
2023
Q1 		$930K Buy
19,554
+5,474
+39% +$259K 0.12% 122
2022
Q4 		$661K Sell
14,080
-10,066
-42% -$469K 0.1% 152
2022
Q3 		$1.11M Sell
24,146
-11,919
-33% -$562K 0.19% 98
2022
Q2 		$1.7M Sell
36,065
-55,329
-61% -$2.6M 0.28% 85
2022
Q1 		$4.33M Sell
91,394
-23,978
-21% -$1.16M 0.76% 37
2021
Q4 		$5.67M Buy
115,372
+40,590
+54% +$2M 1.02% 18
2021
Q3 		$3.69M Sell
74,782
-1,723
-2% -$85.4K 0.77% 38
2021
Q2 		$3.79M Buy
76,505
+16,096
+27% +$798K 0.84% 36
2021
Q1 		$2.99M Buy
60,409
+31,633
+110% +$1.57M 0.75% 39
2020
Q4 		$1.43M Sell
28,776
-16,739
-37% -$833K 2.22% 13
2020
Q3 		$2.27M Buy
45,515
+9,914
+28% +$495K 0.82% 30
2020
Q2 		$1.77M Sell
35,601
-2,753
-7% -$136K 3.57% 6
2020
Q1 		$1.88M Buy
38,354
+21,151
+123% +$1.03M 0.91% 28
2019
Q4 		$845K Buy
17,203
+2,836
+20% +$139K 0.33% 75
2019
Q3 		$704K Buy
14,367
+4,307
+43% +$211K 0.29% 79
2019
Q2 		$494K Buy
10,060
+3,490
+53% +$170K 0.21% 100
2019
Q1 		$319K Buy
+6,570
New +$317K 0.15% 117
2017
Q1 		– Sell
-19,612
Closed -$940K – 211
2016
Q4 		$940K Buy
+19,612
New +$947K 0.27% 66

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

Aveo Capital Partners's SHM Position: Q1 2024 in Review

Aveo Capital Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2024, closing a stake of 4,787 shares — an estimated $229K sold.

Aveo Capital Partners first reported a position in SHM in Q4 2016 and held it in 21 quarters. The position peaked at $5.67M in Q4 2021. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

  • Aveo Capital Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 4,787 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2024, an estimated $229K.
  • Aveo Capital Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 21 quarters.
  • Aveo Capital Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.67M in Q4 2021.
  • 424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2024.

Based on Aveo Capital Partners's 13F filing for Q1 2024, filed 6 May 2024.