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

Kingsview Wealth 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	-4,436	Closed	-$214K	–	1176
2024 Q3	$214K	Sell	4,436 -235	-5%	-$11.2K	﹤0.01%	1017
2024 Q2	$220K	Hold	4,671	–	–	0.01%	952
2024 Q1	$222K	Hold	4,671	–	–	0.01%	931
2023 Q4	$223K	Sell	4,671 -851	-15%	-$39.9K	0.01%	865
2023 Q3	$255K	Sell	5,522 -2,245	-29%	-$105K	0.01%	807
2023 Q2	$365K	Hold	7,767	–	–	0.01%	681
2023 Q1	$369K	Sell	7,767 -1,857	-19%	-$87.7K	0.02%	655
2022 Q4	$452K	Sell	9,624 -7,606	-44%	-$354K	0.02%	543
2022 Q3	$794K	Sell	17,230 -240	-1%	-$11.3K	0.04%	385
2022 Q2	$826K	Buy	17,470 +1,850	+12%	+$86.9K	0.04%	415
2022 Q1	$739K	Buy	15,620 +470	+3%	+$22.7K	0.03%	479
2021 Q4	$745K	Hold	15,150	–	–	0.03%	482
2021 Q3	$748K	Hold	15,150	–	–	0.04%	454
2021 Q2	$750K	Buy	+15,150	New	+$751K	0.04%	451

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

Kingsview Wealth Management's SHM Position: Q4 2024 in Review

Kingsview Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 4,436 shares — an estimated $214K sold.

Kingsview Wealth Management first reported a position in SHM in Q2 2021 and held it in 14 quarters. The position peaked at $826K in Q2 2022. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

Kingsview Wealth 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.
Kingsview Wealth Management sold 4,436 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $214K.
Kingsview Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and held it in 14 quarters.
Kingsview Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $826K in Q2 2022.
406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.