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

Bison Wealth’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
-5,789
Closed -$279K – 408
2024
Q3 		$279K Sell
5,789
-3,213
-36% -$153K 0.04% 335
2024
Q2 		$427K Hold
9,002
– – 0.07% 269
2024
Q1 		$427K Sell
9,002
-929
-9% -$44.2K 0.07% 269
2023
Q4 		$475K Buy
+9,931
New +$466K 0.08% 240
2022
Q3 		– Sell
-517
Closed -$24K – 335
2022
Q2 		$24K Buy
+517
New +$24.3K 0.01% 263
2022
Q1 		– Sell
-4,517
Closed -$222K – 408
2021
Q4 		$222K Hold
4,517
– – 0.13% 166
2021
Q3 		$223K Hold
4,517
– – 0.1% 215
2021
Q2 		$224K Hold
4,517
– – 0.1% 222
2021
Q1 		$224K Hold
4,517
– – 0.1% 223
2020
Q4 		$225K Hold
4,517
– – 0.11% 203
2020
Q3 		$225K Hold
4,517
– – 0.13% 163
2020
Q2 		$225K Hold
4,517
– – 0.14% 162
2020
Q1 		$221K Buy
4,517
+1,000
+28% +$48.9K 0.16% 155
2019
Q4 		$173K Buy
+3,517
New +$172K 0.08% 240
2019
Q2 		– Sell
-9,817
Closed -$476K – 239
2019
Q1 		$476K Hold
9,817
– – 0.29% 95
2018
Q4 		$472K Sell
9,817
-2,000
-17% -$95.4K 0.34% 84
2018
Q3 		$564K Sell
11,817
-9,800
-45% -$470K 0.37% 79
2018
Q2 		$1.04M Buy
21,617
+13,100
+154% +$626K 0.77% 34
2018
Q1 		$407K Sell
8,517
-3,167
-27% -$152K 0.31% 91
2017
Q4 		$560K Sell
11,684
-250
-2% -$12.1K 0.41% 71
2017
Q3 		$580K Buy
11,934
+711
+6% +$34.7K 0.46% 64
2017
Q2 		$544K Buy
+11,223
New +$546K 0.45% 65

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
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

Bison Wealth's SHM Position: Q4 2024 in Review

Bison Wealth sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 5,789 shares — an estimated $279K sold.

Bison Wealth first reported a position in SHM in Q2 2017 and held it in 22 quarters. The position peaked at $1.04M in Q2 2018. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

  • Bison Wealth reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 5,789 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $279K.
  • Bison Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2017 and held it in 22 quarters.
  • Bison Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.04M in Q2 2018.
  • 406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.