DI
SHM icon

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

Disciplined Investments’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
-7,140
Closed -$337K – 123
2024
Q2 		$337K Hold
7,140
– – 0.18% 96
2024
Q1 		$339K Hold
7,140
– – 0.18% 93
2023
Q4 		$341K Hold
7,140
– – 0.2% 85
2023
Q3 		$330K Hold
7,140
– – 0.2% 89
2023
Q2 		$336K Sell
7,140
-8,903
-55% -$419K 0.18% 96
2023
Q1 		$763K Hold
16,043
– – 0.32% 75
2022
Q4 		$754K Sell
16,043
-270
-2% -$12.6K 0.37% 67
2022
Q3 		$752K Buy
16,313
+508
+3% +$24K 0.35% 71
2022
Q2 		$747K Sell
15,805
-4,666
-23% -$219K 0.34% 72
2022
Q1 		$969K Sell
20,471
-294
-1% -$14.2K 0.4% 62
2021
Q4 		$1.02M Buy
20,765
+56
+0.3% +$2.76K 0.45% 55
2021
Q3 		$1.02M Sell
20,709
-1,009
-5% -$50K 0.5% 50
2021
Q2 		$1.08M Sell
21,718
-89
-0.4% -$4.41K 0.55% 49
2021
Q1 		$1.08M Buy
21,807
+583
+3% +$29K 0.64% 46
2020
Q4 		$1.06M Sell
21,224
-289
-1% -$14.4K 0.71% 41
2020
Q3 		$1.07M Buy
21,513
+1,309
+6% +$65.4K 0.79% 35
2020
Q2 		$1.01M Buy
20,204
+281
+1% +$13.9K 0.78% 38
2020
Q1 		$974K Sell
19,923
-1,752
-8% -$85.7K 0.93% 32
2019
Q4 		$1.06M Buy
+21,675
New +$1.06M 0.9% 30

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Disciplined Investments's SHM Position: Q3 2024 in Review

Disciplined Investments sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 7,140 shares — an estimated $337K sold.

Disciplined Investments first reported a position in SHM in Q4 2019 and held it in 19 quarters. The position peaked at $1.08M in Q1 2021. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

  • Disciplined Investments reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Disciplined Investments sold 7,140 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $337K.
  • Disciplined Investments first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and held it in 19 quarters.
  • Disciplined Investments's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.08M in Q1 2021.
  • 401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Disciplined Investments's 13F filing for Q3 2024, filed 4 Nov 2024.