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

FSA 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
2024 Q1	$1.89K	Hold	40	–	–	﹤0.01%	548
2023 Q4	$2K	Buy	+40	New	+$1.88K	﹤0.01%	539
2022 Q3	–	Sell	-4,704	Closed	-$222K	–	54
2022 Q2	$222K	Sell	4,704 -31,643	-87%	-$1.49M	0.62%	21
2022 Q1	$1.79M	Hold	36,347	–	–	1.04%	15
2021 Q4	$1.79M	Sell	36,347 -1,994	-5%	-$98.2K	1.04%	15
2021 Q3	$1.89M	Sell	38,341 -1,140	-3%	-$56.5K	1.18%	15
2021 Q2	$1.96M	Sell	39,481 -6,722	-15%	-$333K	1.23%	14
2021 Q1	$2.29M	Sell	46,203 -2,918	-6%	-$145K	1.53%	14
2020 Q4	$2.45M	Sell	49,121 -447	-0.9%	-$22.3K	1.22%	15
2020 Q3	$2.47M	Sell	49,568 -2,923	-6%	-$146K	1.59%	15
2020 Q2	$2.62M	Sell	52,491 -2,322	-4%	-$115K	1.78%	14
2020 Q1	$2.68M	Sell	54,813 -2,291	-4%	-$112K	2.25%	13
2019 Q4	$2.8M	Buy	+57,104	New	+$2.8M	1.98%	12

Other funds holding SHM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

FSA Wealth Management's SHM Position: Q1 2024 in Review

FSA Wealth Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2024 at 40 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

FSA Wealth Management first reported a position in SHM in Q4 2019 and has held it in 13 quarters since. The position peaked at $2.8M in Q4 2019. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

FSA Wealth Management held 40 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.89K as of Q1 2024.
FSA Wealth Management left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q1 2024.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q1 2024, its #548 holding.
FSA Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and has held it in 13 quarters since.
FSA Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.8M in Q4 2019.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.