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

Freedom Wealth 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
2023 Q3	$306K	Sell	6,625 -86	-1%	-$4.03K	0.5%	31
2023 Q2	$316K	Sell	6,711 -700	-9%	-$33K	0.44%	34
2023 Q1	$352K	Buy	7,411 +3,381	+84%	+$160K	0.53%	33
2022 Q4	$189K	Buy	+4,030	New	+$188K	0.27%	57

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Freedom Wealth Alliance's SHM Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.3% in Q3 2023, selling an estimated $4.03K and leaving 6,625 shares worth $306K. The position accounts for 0.5% of the portfolio, ranked #31.

Freedom Wealth Alliance first reported a position in SHM in Q4 2022 and has held it in 4 quarters since. The position peaked at $352K in Q1 2023. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Freedom Wealth Alliance held 6,625 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $306K as of Q3 2023.
Freedom Wealth Alliance sold 86 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $4.03K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.5% of Freedom Wealth Alliance's portfolio in Q3 2023, its #31 holding.
Freedom Wealth Alliance 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.
Freedom Wealth Alliance's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $352K in Q1 2023.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.