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

LWS Wealth 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
2023 Q4	$3.03M	Buy	63,395 +31,072	+96%	+$1.46M	1.14%	24
2023 Q3	$1.49M	Buy	32,323 +3,964	+14%	+$186K	0.65%	29
2023 Q2	$1.33M	Buy	28,359 +5,005	+21%	+$236K	0.56%	31
2023 Q1	$1.11M	Buy	23,354 +16,790	+256%	+$793K	0.46%	31
2022 Q4	$308K	Sell	6,564 -3,163	-33%	-$147K	0.13%	48
2022 Q3	$448K	Buy	9,727 +1,908	+24%	+$90K	0.17%	45
2022 Q2	$370K	Buy	+7,819	New	+$367K	0.17%	50
2020 Q1	–	Sell	-2,936	Closed	-$144K	–	75
2019 Q4	$144K	Buy	+2,936	New	+$144K	0.07%	60

Other funds holding SHM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LWS Wealth Advisors's SHM Position: Q4 2023 in Review

LWS Wealth Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 96% in Q4 2023, buying an estimated $1.46M and bringing the position to 63,395 shares worth $3.03M. The position accounts for 1.14% of the portfolio, ranked #24.

LWS Wealth Advisors first reported a position in SHM in Q4 2019 and has held it in 8 quarters since. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

LWS Wealth Advisors held 63,395 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.03M as of Q4 2023.
LWS Wealth Advisors bought 31,072 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $1.46M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.14% of LWS Wealth Advisors's portfolio in Q4 2023, its #24 holding.
LWS Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and has held it in 8 quarters since.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.