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

B. Riley 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 Q2	–	Sell	-6,571	Closed	-$304K	–	1580
2024 Q1	$304K	Buy	6,571 +1,950	+42%	+$92.9K	0.01%	1034
2023 Q4	$221K	Sell	4,621 -1,950	-30%	-$91.5K	0.01%	1208
2023 Q3	$304K	Buy	6,571 +906	+16%	+$42.4K	0.01%	1034
2023 Q2	$267K	Hold	5,665	–	–	0.01%	1187
2023 Q1	$269K	Sell	5,665 -525	-8%	-$24.8K	0.01%	1127
2022 Q4	$291K	Buy	6,190 +525	+9%	+$24.4K	0.01%	1061
2022 Q3	$262K	Buy	+5,665	New	+$267K	0.01%	1089
2021 Q2	–	Sell	-6,484	Closed	-$322K	–	1449
2021 Q1	$322K	Buy	+6,484	New	+$322K	0.01%	956

Other funds holding SHM

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

B. Riley Wealth Advisors's SHM Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2024, closing a stake of 6,571 shares — an estimated $304K sold.

B. Riley Wealth Advisors first reported a position in SHM in Q1 2021 and held it in 8 quarters. The position peaked at $322K in Q1 2021. 419 funds tracked by Wall St. Rank hold SHM as of Q2 2024.

B. Riley Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 6,571 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2024, an estimated $304K.
B. Riley Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and held it in 8 quarters.
B. Riley Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $322K in Q1 2021.
419 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.