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Founders Financial Alliance’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Founders Financial Alliance’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
Q2 		– Sell
-126
Closed -$5.98K – 578
2024
Q1 		$5.98K Buy
+126
New +$6K ﹤0.01% 509

Other funds holding SHM

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Founders Financial Alliance's SHM Position: Q2 2024 in Review

Founders Financial Alliance sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2024, closing a stake of 126 shares — an estimated $5.98K sold.

Founders Financial Alliance first reported a position in SHM in Q1 2024 and held it in 1 quarter. The position peaked at $5.98K in Q1 2024. 419 funds tracked by Wall St. Rank hold SHM as of Q2 2024.

  • Founders Financial Alliance reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Founders Financial Alliance sold 126 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2024, an estimated $5.98K.
  • Founders Financial Alliance first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2024 and held it in 1 quarter.
  • Founders Financial Alliance's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.98K in Q1 2024.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2024.

Based on Founders Financial Alliance's 13F filing for Q2 2024, filed 26 Aug 2024.