CVA Family Office’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

CVA Family Office’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 Q2	–	Sell	-1,115	Closed	-$52.9K	–	1298
2024 Q1	$52.9K	Hold	1,115	–	–	0.01%	482
2023 Q4	$53.3K	Buy	+1,115	New	+$52.3K	0.01%	459
2023 Q3	–	Sell	-1,115	Closed	-$52.5K	–	819
2023 Q2	$52.5K	Hold	1,115	–	–	0.01%	438
2023 Q1	$53K	Hold	1,115	–	–	0.01%	430
2022 Q4	$52.4K	Hold	1,115	–	–	0.01%	406
2022 Q3	$51K	Hold	1,115	–	–	0.01%	359
2022 Q2	$53K	Hold	1,115	–	–	0.01%	362
2022 Q1	$53K	Hold	1,115	–	–	0.01%	387
2021 Q4	$55K	Buy	1,115 +815	+272%	+$40.2K	0.01%	343
2021 Q3	$15K	Sell	300 -1,115	-79%	-$55.3K	0.01%	277
2021 Q2	$70K	Hold	1,415	–	–	0.02%	299
2021 Q1	$70K	Buy	1,415 +1,115	+372%	+$55.4K	0.03%	235
2020 Q4	$15K	Hold	300	–	–	0.01%	284
2020 Q3	$15K	Hold	300	–	–	0.01%	277
2020 Q2	$15K	Hold	300	–	–	0.01%	239
2020 Q1	$15K	Buy	+300	New	+$14.7K	0.02%	217

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CVA Family Office's SHM Position: Q2 2024 in Review

CVA Family Office sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2024, closing a stake of 1,115 shares — an estimated $52.9K sold.

CVA Family Office first reported a position in SHM in Q1 2020 and held it in 16 quarters. The position peaked at $70K in Q2 2021. 419 funds tracked by Wall St. Rank hold SHM as of Q2 2024.

CVA Family Office reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
CVA Family Office sold 1,115 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2024, an estimated $52.9K.
CVA Family Office first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and held it in 16 quarters.
CVA Family Office's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $70K in Q2 2021.
419 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2024.

Based on CVA Family Office's 13F filing for Q2 2024, filed 10 Jul 2024.