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

Brophy Wealth Management’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 Q3	$418K	Buy	+8,685	New	+$415K	0.15%	147

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

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

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

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

Brophy Wealth Management's SHM Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024: 8,685 shares worth $418K. The stake represents 0.15% of the portfolio and ranks #147 among its holdings.

401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

Brophy Wealth Management held 8,685 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $418K as of Q3 2024.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Brophy Wealth Management position in Q3 2024.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.15% of Brophy Wealth Management's portfolio in Q3 2024, its #147 holding.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.