Kraft Davis & Associates’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Kraft Davis & Associates’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	-5,535	Closed	-$264K	–	153
2024 Q3	$264K	Hold	5,535	–	–	0.08%	116
2024 Q2	$263K	Hold	5,535	–	–	0.08%	119
2024 Q1	$262K	Hold	5,535	–	–	0.08%	117
2023 Q4	$263K	Sell	5,535 -204	-4%	-$9.57K	0.08%	108
2023 Q3	$265K	Hold	5,739	–	–	0.1%	89
2023 Q2	$269K	Buy	+5,739	New	+$270K	0.09%	95
2022 Q4	$271K	Buy	+5,739	New	+$267K	0.11%	81

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

Kraft Davis & Associates's SHM Position: Q4 2024 in Review

Kraft Davis & Associates sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 5,535 shares — an estimated $264K sold.

Kraft Davis & Associates first reported a position in SHM in Q4 2022 and held it in 7 quarters. The position peaked at $271K in Q4 2022. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

Kraft Davis & Associates reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Kraft Davis & Associates sold 5,535 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $264K.
Kraft Davis & Associates first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and held it in 7 quarters.
Kraft Davis & Associates's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $271K in Q4 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 Kraft Davis & Associates's 13F filing for Q4 2024, filed 13 Feb 2025.