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

JNBA Financial 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 Q3	–	Sell	-2,299	Closed	-$108K	–	680
2024 Q2	$108K	Hold	2,299	–	–	0.01%	217
2024 Q1	$109K	Sell	2,299 -421	-15%	-$20.1K	0.01%	222
2023 Q4	$130K	Sell	2,720 -4,144	-60%	-$194K	0.01%	209
2023 Q3	$317K	Hold	6,864	–	–	0.04%	161
2023 Q2	$323K	Sell	6,864 -1,099	-14%	-$51.7K	0.04%	164
2023 Q1	$379K	Sell	7,963 -907	-10%	-$42.8K	0.05%	146
2022 Q4	$417K	Buy	8,870 +427	+5%	+$19.9K	0.06%	135
2022 Q3	$389K	Buy	8,443 +3,012	+55%	+$142K	0.06%	133
2022 Q2	$257K	Buy	+5,431	New	+$255K	0.04%	165
2022 Q1	–	Sell	-661	Closed	-$33K	–	824
2021 Q4	$33K	Buy	+661	New	+$32.6K	﹤0.01%	353
2018 Q4	–	Sell	-304	Closed	-$14K	–	704
2018 Q3	$14K	Buy	+304	New	+$14.6K	0.01%	344

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

JNBA Financial Advisors's SHM Position: Q3 2024 in Review

JNBA Financial Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 2,299 shares — an estimated $108K sold.

JNBA Financial Advisors first reported a position in SHM in Q3 2018 and held it in 11 quarters. The position peaked at $417K in Q4 2022. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

JNBA Financial Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
JNBA Financial Advisors sold 2,299 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $108K.
JNBA Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2018 and held it in 11 quarters.
JNBA Financial Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $417K in Q4 2022.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on JNBA Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.