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Diversify Advisory Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Diversify Advisory Services’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
-4,687
Closed -$221K – 679
2024
Q2 		$221K Buy
4,687
+29
+0.6% +$1.37K 0.01% 582
2024
Q1 		$220K Buy
+4,658
New +$222K 0.01% 592

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

Diversify Advisory Services's SHM Position: Q3 2024 in Review

Diversify Advisory Services sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 4,687 shares — an estimated $221K sold.

Diversify Advisory Services first reported a position in SHM in Q1 2024 and held it in 2 quarters. The position peaked at $221K in Q2 2024. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

  • Diversify Advisory Services reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 4,687 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $221K.
  • Diversify Advisory Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2024 and held it in 2 quarters.
  • Diversify Advisory Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $221K 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 Diversify Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.