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Intrua Financial’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Intrua Financial’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
-6,211
Closed -$299K – 390
2024
Q3 		$299K Sell
6,211
-1
-0% -$48 0.04% 307
2024
Q2 		$293K Buy
6,212
+86
+1% +$4.05K 0.04% 310
2024
Q1 		$291K Sell
6,126
-513
-8% -$24.4K 0.04% 325
2023
Q4 		$317K Buy
+6,639
New +$311K 0.05% 307

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northwestern Mutual Wealth Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
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

Intrua Financial's SHM Position: Q4 2024 in Review

Intrua Financial sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 6,211 shares — an estimated $299K sold.

Intrua Financial first reported a position in SHM in Q4 2023 and held it in 4 quarters. The position peaked at $317K in Q4 2023. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

  • Intrua Financial reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Intrua Financial sold 6,211 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $299K.
  • Intrua Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
  • Intrua Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $317K in Q4 2023.
  • 406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Intrua Financial's 13F filing for Q4 2024, filed 28 May 2025.