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

Clearview 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
2023 Q1	–	Sell	-420	Closed	-$19.7K	–	704
2022 Q4	$19.7K	Hold	420	–	–	0.02%	251
2022 Q3	$19K	Sell	420 -1,360	-76%	-$64.2K	0.02%	261
2022 Q2	$84K	Hold	1,780	–	–	0.06%	136
2022 Q1	$84K	Sell	1,780 -140	-7%	-$6.75K	0.06%	150
2021 Q4	$94K	Sell	1,920 -4,480	-70%	-$221K	0.06%	158
2021 Q3	$316K	Hold	6,400	–	–	0.2%	94
2021 Q2	$317K	Sell	6,400 -1,950	-23%	-$96.7K	0.2%	91
2021 Q1	$414K	Sell	8,350 -7,754	-48%	-$385K	0.27%	76
2020 Q4	$802K	Buy	+16,104	New	+$802K	0.54%	42

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

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

UCFA

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

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

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Clearview Wealth Advisors's SHM Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 420 shares — an estimated $19.7K sold.

Clearview Wealth Advisors first reported a position in SHM in Q4 2020 and held it in 9 quarters. The position peaked at $802K in Q4 2020. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

Clearview Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 420 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $19.7K.
Clearview Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 9 quarters.
Clearview Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $802K in Q4 2020.
431 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.