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

FAS Wealth Partners’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
2022
Q4 		– Sell
-256
Closed -$12K – 430
2022
Q3 		$12K Sell
256
-7,640
-97% -$360K ﹤0.01% 366
2022
Q2 		$373K Sell
7,896
-17,121
-68% -$804K 0.04% 208
2022
Q1 		$1.18M Sell
25,017
-1,148
-4% -$55.3K 0.11% 115
2021
Q4 		$1.29M Sell
26,165
-1,582
-6% -$77.9K 0.12% 109
2021
Q3 		$1.37M Sell
27,747
-21
-0.1% -$1.04K 0.13% 107
2021
Q2 		$1.38M Sell
27,768
-3,763
-12% -$187K 0.13% 103
2021
Q1 		$1.56M Sell
31,531
-137
-0.4% -$6.81K 0.16% 91
2020
Q4 		$1.58M Buy
31,668
+120
+0.4% +$5.97K 0.18% 85
2020
Q3 		$1.57M Sell
31,548
-644
-2% -$32.2K 0.21% 81
2020
Q2 		$1.6M Sell
32,192
-1,557
-5% -$76.9K 0.24% 76
2020
Q1 		$1.65M Sell
33,749
-3,814
-10% -$187K 0.29% 67
2019
Q4 		$1.84M Sell
37,563
-5,399
-13% -$265K 0.31% 60
2019
Q3 		$2.1M Sell
42,962
-262
-0.6% -$12.9K 0.38% 48
2019
Q2 		$2.12M Sell
43,224
-919
-2% -$44.7K 0.39% 48
2019
Q1 		$2.14M Sell
44,143
-1,162
-3% -$56.1K 0.42% 48
2018
Q4 		$2.18M Sell
45,305
-13,267
-23% -$633K 0.5% 42
2018
Q3 		$2.79M Buy
58,572
+548
+0.9% +$26.3K 0.64% 33
2018
Q2 		$2.79M Buy
58,024
+2,049
+4% +$97.9K 0.75% 32
2018
Q1 		$2.68M Buy
55,975
+8,506
+18% +$408K 0.77% 30
2017
Q4 		$2.27M Buy
47,469
+7,866
+20% +$380K 0.6% 33
2017
Q3 		$1.93M Buy
39,603
+3,039
+8% +$148K 0.54% 37
2017
Q2 		$1.77M Buy
36,564
+717
+2% +$34.9K 0.53% 37
2017
Q1 		$1.74M Buy
35,847
+2,388
+7% +$115K 0.54% 37
2016
Q4 		$1.6M Buy
33,459
+23,201
+226% +$1.12M 0.48% 32
2016
Q3 		$501K Buy
10,258
+471
+5% +$23.1K 0.16% 80
2016
Q2 		$480K Buy
+9,787
New +$479K 0.18% 79

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FAS Wealth Partners's SHM Position: Q4 2022 in Review

FAS Wealth Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 256 shares — an estimated $12K sold.

FAS Wealth Partners first reported a position in SHM in Q2 2016 and held it in 26 quarters. The position peaked at $2.79M in Q3 2018. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

  • FAS Wealth Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • FAS Wealth Partners sold 256 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $12K.
  • FAS Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2016 and held it in 26 quarters.
  • FAS Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.79M in Q3 2018.
  • 465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on FAS Wealth Partners's 13F filing for Q4 2022, filed 1 Feb 2023.