J.W. Cole Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

J.W. Cole 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
2024 Q2	–	Sell	-8,252	Closed	-$391K	–	940
2024 Q1	$391K	Sell	8,252 -1,833	-18%	-$87.3K	0.02%	603
2023 Q4	$482K	Buy	10,085 +2,218	+28%	+$104K	0.03%	497
2023 Q3	$364K	Sell	7,867 -789	-9%	-$37K	0.03%	505
2023 Q2	$407K	Buy	8,656 +58	+0.7%	+$2.73K	0.03%	478
2023 Q1	$409K	Buy	8,598 +858	+11%	+$40.5K	0.03%	497
2022 Q4	$364K	Buy	7,740 +1,068	+16%	+$49.7K	0.03%	496
2022 Q3	$308K	Buy	+6,672	New	+$315K	0.03%	530

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

J.W. Cole Advisors's SHM Position: Q2 2024 in Review

J.W. Cole Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2024, closing a stake of 8,252 shares — an estimated $391K sold.

J.W. Cole Advisors first reported a position in SHM in Q3 2022 and held it in 7 quarters. The position peaked at $482K in Q4 2023. 419 funds tracked by Wall St. Rank hold SHM as of Q2 2024.

J.W. Cole Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
J.W. Cole Advisors sold 8,252 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2024, an estimated $391K.
J.W. Cole Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and held it in 7 quarters.
J.W. Cole Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $482K in Q4 2023.
419 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2024.

Based on J.W. Cole Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.