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

Avidian Wealth Enterprises’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
2023 Q1	–	Sell	-7,820	Closed	-$367K	–	501
2022 Q4	$367K	Buy	+7,820	New	+$364K	0.02%	324
2022 Q3	–	Sell	-196,118	Closed	-$9.27M	–	461
2022 Q2	$9.27M	Buy	196,118 +159,975	+443%	+$7.51M	0.66%	31
2022 Q1	$1.71M	Sell	36,143 -9,601	-21%	-$463K	0.1%	131
2021 Q4	$2.25M	Buy	+45,744	New	+$2.25M	0.14%	111

Other funds holding SHM

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Avidian Wealth Enterprises's SHM Position: Q1 2023 in Review

Avidian Wealth Enterprises sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 7,820 shares — an estimated $367K sold.

Avidian Wealth Enterprises first reported a position in SHM in Q4 2021 and held it in 4 quarters. The position peaked at $9.27M in Q2 2022. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

Avidian Wealth Enterprises reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 7,820 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $367K.
Avidian Wealth Enterprises first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 4 quarters.
Avidian Wealth Enterprises's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $9.27M in Q2 2022.
431 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2023, filed 8 May 2023.