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

HHM Wealth Advisors’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 Q3	–	Sell	-1,475	Closed	-$70K	–	781
2022 Q2	$70K	Hold	1,475	–	–	0.02%	233
2022 Q1	$70K	Hold	1,475	–	–	0.02%	258
2021 Q4	$73K	Hold	1,475	–	–	0.02%	263
2021 Q3	$73K	Hold	1,475	–	–	0.02%	248
2021 Q2	$73K	Hold	1,475	–	–	0.02%	246
2021 Q1	$73K	Hold	1,475	–	–	0.02%	222
2020 Q4	$73K	Hold	1,475	–	–	0.03%	211
2020 Q3	$74K	Hold	1,475	–	–	0.03%	185
2020 Q2	$74K	Hold	1,475	–	–	0.03%	187
2020 Q1	$72K	Buy	+1,475	New	+$72.1K	0.04%	167

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HHM Wealth Advisors's SHM Position: Q3 2022 in Review

HHM Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2022, closing a stake of 1,475 shares — an estimated $70K sold.

HHM Wealth Advisors first reported a position in SHM in Q1 2020 and held it in 10 quarters. The position peaked at $74K in Q3 2020. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

HHM Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 1,475 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $70K.
HHM Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and held it in 10 quarters.
HHM Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $74K in Q3 2020.
444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.