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

Beacon Pointe 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
2019
Q4 		$418K Buy
+8,523
New +$418K 0.08% 175

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SHM Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2019: 8,523 shares worth $418K. The stake represents 0.08% of the portfolio and ranks #175 among its holdings.

378 funds tracked by Wall St. Rank hold SHM as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 8,523 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $418K as of Q4 2019.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.08% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #175 holding.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.