Level Four Advisory Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,076
Closed -$240K 799
2024
Q2
$240K Sell
5,076
-1,850
-27% -$87.2K 0.01% 672
2024
Q1
$331K Hold
6,926
0.02% 579
2023
Q4
$331K Buy
6,926
+2,013
+41% +$94.4K 0.02% 579
2023
Q3
$227K Buy
+4,913
New +$230K 0.01% 652
2021
Q2
Sell
-23,176
Closed -$1.15M 673
2021
Q1
$1.15M Sell
23,176
-9,656
-29% -$480K 0.09% 246
2020
Q4
$1.64M Sell
32,832
-1,421
-4% -$70.8K 0.13% 169
2020
Q3
$1.71M Sell
34,253
-10,718
-24% -$535K 0.13% 164
2020
Q2
$2.24M Buy
44,971
+1,328
+3% +$65.6K 0.17% 141
2020
Q1
$2.14M Buy
+43,643
New +$2.13M 0.26% 99

Other funds holding SHM

Level Four Advisory Services's SHM Position: Q3 2024 in Review

Level Four Advisory Services sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 5,076 shares — an estimated $240K sold.

Level Four Advisory Services first reported a position in SHM in Q1 2020 and held it in 9 quarters. The position peaked at $2.24M in Q2 2020. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

  • Level Four Advisory Services reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 5,076 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $240K.
  • Level Four Advisory Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and held it in 9 quarters.
  • Level Four Advisory Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.24M in Q2 2020.
  • 401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Level Four Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.