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Kestra Investment Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Kestra Investment Management’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
-5,393
Closed -$260K – 1161
2024
Q3 		$260K Buy
+5,393
New +$257K 0.01% 288

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UCFA
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CCWA
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Kestra Investment Management's SHM Position: Q4 2024 in Review

Kestra Investment Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 5,393 shares — an estimated $260K sold.

Kestra Investment Management first reported a position in SHM in Q3 2024 and held it in 1 quarter. The position peaked at $260K in Q3 2024. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

  • Kestra Investment Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kestra Investment Management sold 5,393 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $260K.
  • Kestra Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2024 and held it in 1 quarter.
  • Kestra Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $260K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Kestra Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.