Beacon Bridge Wealth Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Beacon Bridge Wealth 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 Q4	–	Sell	-4,864	Closed	-$234K	–	93
2024 Q3	$234K	Hold	4,864	–	–	0.1%	81
2024 Q2	$230K	Hold	4,864	–	–	0.11%	84
2024 Q1	$231K	Hold	4,864	–	–	0.11%	86
2023 Q4	$232K	Hold	4,864	–	–	0.12%	85
2023 Q3	$225K	Hold	4,864	–	–	0.12%	86
2023 Q2	$229K	Hold	4,864	–	–	0.12%	86
2023 Q1	$231K	Hold	4,864	–	–	0.14%	88
2022 Q4	$229K	Buy	+4,864	New	+$226K	0.17%	84

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

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

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

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

UCFA

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

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Beacon Bridge Wealth Partners's SHM Position: Q4 2024 in Review

Beacon Bridge Wealth Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 4,864 shares — an estimated $234K sold.

Beacon Bridge Wealth Partners first reported a position in SHM in Q4 2022 and held it in 8 quarters. The position peaked at $234K in Q3 2024. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

Beacon Bridge Wealth Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 4,864 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $234K.
Beacon Bridge Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and held it in 8 quarters.
Beacon Bridge Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $234K in Q3 2024.
406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q4 2024, filed 4 Feb 2025.