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

Nations Financial Group’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
2022
Q4 		– Sell
-6,234
Closed -$287K – 622
2022
Q3 		$287K Sell
6,234
-5,643
-48% -$266K 0.04% 401
2022
Q2 		$561K Sell
11,877
-2,949
-20% -$138K 0.08% 283
2022
Q1 		$702K Buy
14,826
+14
+0.1% +$675 0.08% 254
2021
Q4 		$728K Sell
14,812
-1,568
-10% -$77.2K 0.1% 226
2021
Q3 		$809K Buy
16,380
+3,863
+31% +$192K 0.12% 190
2021
Q2 		$620K Sell
12,517
-1,656
-12% -$82.1K 0.1% 225
2021
Q1 		$702K Buy
14,173
+19
+0.1% +$944 0.16% 171
2020
Q4 		$705K Buy
14,154
+3,220
+29% +$160K 0.19% 145
2020
Q3 		$545K Sell
10,934
-929
-8% -$46.4K 0.17% 163
2020
Q2 		$592K Buy
11,863
+32
+0.3% +$1.58K 0.21% 137
2020
Q1 		$579K Buy
11,831
+1,109
+10% +$54.2K 0.25% 128
2019
Q4 		$527K Buy
10,722
+17
+0.2% +$834 0.18% 165
2019
Q3 		$525K Buy
10,705
+24
+0.2% +$1.18K 0.19% 161
2019
Q2 		$523K Buy
10,681
+17
+0.2% +$826 0.35% 83
2019
Q1 		$517K Buy
10,664
+11
+0.1% +$531 0.35% 78
2018
Q4 		$512K Buy
10,653
+21
+0.2% +$1K 0.41% 68
2018
Q3 		$507K Buy
10,632
+14
+0.1% +$671 0.36% 77
2018
Q2 		$510K Buy
10,618
+14
+0.1% +$669 0.43% 71
2018
Q1 		$507K Buy
10,604
+9
+0.1% +$432 0.46% 64
2017
Q4 		$508K Buy
10,595
+17
+0.2% +$821 0.47% 67
2017
Q3 		$514K Buy
10,578
+12
+0.1% +$585 0.5% 61
2017
Q2 		$512K Buy
10,566
+2,060
+24% +$100K 0.42% 70
2017
Q1 		$412K Buy
8,506
+728
+9% +$35.1K 0.4% 77
2016
Q4 		$373K Buy
+7,778
New +$376K 0.4% 77

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Nations Financial Group's SHM Position: Q4 2022 in Review

Nations Financial Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 6,234 shares — an estimated $287K sold.

Nations Financial Group first reported a position in SHM in Q4 2016 and held it in 24 quarters. The position peaked at $809K in Q3 2021. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

  • Nations Financial Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Nations Financial Group sold 6,234 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $287K.
  • Nations Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 24 quarters.
  • Nations Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $809K in Q3 2021.
  • 465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Nations Financial Group's 13F filing for Q4 2022, filed 7 Feb 2023.