FWM
SHM icon

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

Fortress Wealth 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
2022
Q1 		– Sell
-4,531
Closed -$223K – 62
2021
Q4 		$223K Buy
+4,531
New +$223K 0.17% 49

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Envestnet Asset Management
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RJA
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Mercer Global Advisors
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Fortress Wealth Management's SHM Position: Q1 2022 in Review

Fortress Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2022, closing a stake of 4,531 shares — an estimated $223K sold.

Fortress Wealth Management first reported a position in SHM in Q4 2021 and held it in 1 quarter. The position peaked at $223K in Q4 2021. 456 funds tracked by Wall St. Rank hold SHM as of Q1 2022.

  • Fortress Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Fortress Wealth Management sold 4,531 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2022, an estimated $223K.
  • Fortress Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 1 quarter.
  • Fortress Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $223K in Q4 2021.
  • 456 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2022.

Based on Fortress Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.