MGIA
SHM icon

Moneta Group Investment Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Moneta Group Investment 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
2025
Q3 		– Sell
-5,519
Closed -$264K – 808
2025
Q2 		$264K Sell
5,519
-21
-0.4% -$996 ﹤0.01% 594
2025
Q1 		$264K Hold
5,540
– – ﹤0.01% 553
2024
Q4 		$263K Sell
5,540
-5,946
-52% -$284K ﹤0.01% 568
2024
Q3 		$553K Buy
11,486
+5,738
+100% +$274K 0.01% 384
2024
Q2 		$271K Sell
5,748
-690
-11% -$32.5K ﹤0.01% 518
2024
Q1 		$305K Buy
+6,438
New +$307K 0.01% 480
2023
Q1 		– Sell
-5,272
Closed -$251K – 552
2022
Q4 		$251K Buy
+5,272
New +$245K 0.01% 399

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return