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

Family Asset Management’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	–	Hold	0	–	–	–	209
2024 Q2	–	Hold	0	–	–	–	210
2024 Q1	–	Hold	0	–	–	–	189
2023 Q4	–	Sell	-38	Closed	-$1.78K	–	186
2023 Q3	$1.76K	Hold	38	–	–	﹤0.01%	170
2023 Q2	$1.79K	Sell	38 -119	-76%	-$5.6K	﹤0.01%	177
2023 Q1	$7.47K	Sell	157 -16,896	-99%	-$798K	0.01%	156
2022 Q4	$801K	Buy	+17,053	New	+$794K	0.67%	39

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

Family Asset Management's SHM Position: Q3 2024 in Review

Family Asset Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q3 2024 at 0 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Family Asset Management first reported a position in SHM in Q4 2022 and has held it in 4 quarters since. The position peaked at $801K in Q4 2022. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

Family Asset Management held 0 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $8 as of Q3 2024.
Family Asset Management left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q3 2024.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #209 holding.
Family Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and has held it in 4 quarters since.
Family Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $801K in Q4 2022.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.