Kades & Cheifetz’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Kades & Cheifetz’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	$2.1M	Buy	44,248 +798	+2%	+$38.1K	1.07%	28
2024 Q3	$2.09M	Sell	43,450 -1,893	-4%	-$90.4K	1.2%	23
2024 Q2	$2.14M	Sell	45,343 -21,539	-32%	-$1.02M	1.35%	23
2024 Q1	$3.17M	Sell	66,882 -39,310	-37%	-$1.87M	2.03%	16
2023 Q4	$5.07M	Sell	106,192 -32,631	-24%	-$1.53M	3.6%	6
2023 Q3	$6.42M	Buy	138,823 +546	+0.4%	+$25.6K	5.08%	5
2023 Q2	$6.51M	Buy	138,277 +1,506	+1%	+$70.9K	4.99%	5
2023 Q1	$6.5M	Buy	136,771 +6,346	+5%	+$300K	5.13%	5
2022 Q4	$6.13M	Buy	+130,425	New	+$6.07M	5.12%	3

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

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

Kades & Cheifetz's SHM Position: Q4 2024 in Review

Kades & Cheifetz increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.8% in Q4 2024, buying an estimated $38.1K and bringing the position to 44,248 shares worth $2.1M. The position accounts for 1.07% of the portfolio, ranked #28.

Kades & Cheifetz first reported a position in SHM in Q4 2022 and has held it in 9 quarters since. The position peaked at $6.51M in Q2 2023. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

Kades & Cheifetz held 44,248 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.1M as of Q4 2024.
Kades & Cheifetz bought 798 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $38.1K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.07% of Kades & Cheifetz's portfolio in Q4 2024, its #28 holding.
Kades & Cheifetz first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.51M in Q2 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 Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.