Level Financial Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Level Financial Advisors’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 Q1	–	Sell	-268	Closed	-$12.8K	–	225
2023 Q4	$12.8K	Buy	268 +8	+3%	+$375	0.01%	180
2023 Q3	$12K	Hold	260	–	–	0.01%	181
2023 Q2	$12.2K	Sell	260 -115	-31%	-$5.42K	0.01%	179
2023 Q1	$17.8K	Sell	375 -117	-24%	-$5.53K	0.01%	143
2022 Q4	$23K	Sell	492 -302	-38%	-$14.1K	0.02%	122
2022 Q3	$37K	Sell	794 -159	-17%	-$7.5K	0.03%	111
2022 Q2	$45K	Hold	953	–	–	0.03%	108
2022 Q1	$45K	Sell	953 -628	-40%	-$30.3K	0.03%	96
2021 Q4	$78K	Buy	+1,581	New	+$77.9K	0.06%	71

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Level Financial Advisors's SHM Position: Q1 2024 in Review

Level Financial Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2024, closing a stake of 268 shares — an estimated $12.8K sold.

Level Financial Advisors first reported a position in SHM in Q4 2021 and held it in 9 quarters. The position peaked at $78K in Q4 2021. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

Level Financial Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 268 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2024, an estimated $12.8K.
Level Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $78K in Q4 2021.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.