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

Carolinas Wealth Consulting’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	–	Sell	-610	Closed	-$28.8K	–	1094
2024 Q2	$28.8K	Buy	+610	New	+$28.8K	0.01%	439
2023 Q4	–	Sell	-511	Closed	-$23.6K	–	1051
2023 Q3	$23.6K	Buy	511 +20	+4%	+$937	0.01%	406
2023 Q2	$23.1K	Hold	491	–	–	﹤0.01%	458
2023 Q1	$23.3K	Hold	491	–	–	0.01%	464
2022 Q4	$23.1K	Hold	491	–	–	0.01%	471
2022 Q3	$23K	Hold	491	–	–	0.01%	423
2022 Q2	$23K	Buy	+491	New	+$23.1K	0.01%	429
2022 Q1	–	Sell	-491	Closed	-$24K	–	1000
2021 Q4	$24K	Hold	491	–	–	0.01%	461
2021 Q3	$24K	Hold	491	–	–	0.01%	444
2021 Q2	$24K	Hold	491	–	–	0.01%	473
2021 Q1	$24K	Hold	491	–	–	0.01%	481
2020 Q4	$24K	Hold	491	–	–	0.01%	455
2020 Q3	$24K	Hold	491	–	–	0.01%	369
2020 Q2	$24K	Buy	+491	New	+$24.3K	0.01%	273

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

Carolinas Wealth Consulting's SHM Position: Q3 2024 in Review

Carolinas Wealth Consulting sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 610 shares — an estimated $28.8K sold.

Carolinas Wealth Consulting first reported a position in SHM in Q2 2020 and held it in 14 quarters. The position peaked at $28.8K in Q2 2024. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

Carolinas Wealth Consulting reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 610 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $28.8K.
Carolinas Wealth Consulting first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2020 and held it in 14 quarters.
Carolinas Wealth Consulting's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $28.8K in Q2 2024.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2024, filed 12 Nov 2024.