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

Laurel Wealth Planning’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	-6,214	Closed	-$293K	–	56
2024 Q2	$293K	Sell	6,214 -14,379	-70%	-$678K	0.2%	44
2024 Q1	$977K	Sell	20,593 -3,705	-15%	-$176K	0.65%	33
2023 Q4	$1.16M	Sell	24,298 -604	-2%	-$28.3K	0.82%	31
2023 Q3	$1.15M	Sell	24,902 -465	-2%	-$21.8K	0.9%	30
2023 Q2	$1.19M	Buy	25,367 +828	+3%	+$39K	0.85%	33
2023 Q1	$1.17M	Buy	24,539 +1,700	+7%	+$80.3K	0.77%	37
2022 Q4	$1.07M	Buy	22,839 +280	+1%	+$13K	0.69%	38
2022 Q3	$1.04M	Sell	22,559 -3,519	-13%	-$166K	0.77%	35
2022 Q2	$1.23M	Buy	26,078 +12,400	+91%	+$582K	0.87%	32
2022 Q1	$647K	Buy	13,678 +9,299	+212%	+$448K	0.44%	44
2021 Q4	$215K	Buy	4,379 +3,021	+222%	+$149K	0.16%	62
2021 Q3	$67K	Buy	+1,358	New	+$67.3K	0.05%	83

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

Laurel Wealth Planning's SHM Position: Q3 2024 in Review

Laurel Wealth Planning sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 6,214 shares — an estimated $293K sold.

Laurel Wealth Planning first reported a position in SHM in Q3 2021 and held it in 12 quarters. The position peaked at $1.23M in Q2 2022. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

Laurel Wealth Planning reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Laurel Wealth Planning sold 6,214 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $293K.
Laurel Wealth Planning first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and held it in 12 quarters.
Laurel Wealth Planning's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.23M in Q2 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 Laurel Wealth Planning's 13F filing for Q3 2024, filed 28 Oct 2024.