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

HB 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
Q2 		– Sell
-11,879
Closed -$562K – 618
2022
Q1 		$562K Buy
+11,879
New +$573K 0.01% 332

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HB Wealth Management's SHM Position: Q2 2022 in Review

HB Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 11,879 shares — an estimated $562K sold.

HB Wealth Management first reported a position in SHM in Q1 2022 and held it in 1 quarter. The position peaked at $562K in Q1 2022. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

  • HB Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • HB Wealth Management sold 11,879 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $562K.
  • HB Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and held it in 1 quarter.
  • HB Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $562K in Q1 2022.
  • 470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on HB Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.