Householder Group Estate & Retirement Specialist’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-227	Closed	-$10K	–	1103
2024 Q3	$10K	Buy	227 +2	+0.9%	+$95	﹤0.01%	818
2024 Q2	$10K	Buy	225 +1	+0.4%	+$47	﹤0.01%	816
2024 Q1	$10.7K	Hold	224	–	–	﹤0.01%	799
2023 Q4	$10K	Buy	224 +1	+0.4%	+$47	﹤0.01%	772
2023 Q3	$10.3K	Buy	+223	New	+$10.4K	﹤0.01%	778
2023 Q1	$11K	Buy	+222	New	+$10.5K	﹤0.01%	789
2022 Q4	–	Sell	-343	Closed	-$15K	–	984
2022 Q3	$15K	Buy	+343	New	+$16.2K	0.01%	653

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 22.96% 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

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

UCFA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SHM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 227 shares — an estimated $10K sold.

Householder Group Estate & Retirement Specialist first reported a position in SHM in Q3 2022 and held it in 7 quarters. The position peaked at $15K in Q3 2022. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 227 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $10K.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $15K in Q3 2022.
406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.