Heritage Wealth Management (Arizona)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$29.2K	Buy	621 +310	+100%	+$14.4K	﹤0.01%	586
2022 Q3	$14K	Hold	311	–	–	﹤0.01%	603
2022 Q2	$14.7K	Hold	311	–	–	﹤0.01%	603
2022 Q1	$15K	Buy	+311	New	+$15K	﹤0.01%	655
2021 Q3	$33K	Hold	673	–	–	0.01%	502
2021 Q2	$33K	Buy	+673	New	+$33.4K	0.01%	506

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SHM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 100% in Q4 2022, buying an estimated $14.4K and bringing the position to 621 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Heritage Wealth Management (Arizona) first reported a position in SHM in Q2 2021 and has held it in 6 quarters since. The position peaked at $33K in Q3 2021. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Heritage Wealth Management (Arizona) held 621 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $29.2K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 310 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $14.4K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #586 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $33K in Q3 2021.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.