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

One Degree 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 Q3	–	Sell	-14,247	Closed	-$672K	–	64
2024 Q2	$672K	Buy	14,247 +216	+2%	+$10.2K	0.32%	35
2024 Q1	$666K	Sell	14,031 -24	-0.2%	-$1.14K	0.33%	35
2023 Q4	$668K	Buy	+14,055	New	+$659K	0.34%	38

Other funds holding SHM

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

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

One Degree Advisors's SHM Position: Q3 2024 in Review

One Degree Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 14,247 shares — an estimated $672K sold.

One Degree Advisors first reported a position in SHM in Q4 2023 and held it in 3 quarters. The position peaked at $672K in Q2 2024. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

One Degree Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
One Degree Advisors sold 14,247 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $672K.
One Degree Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and held it in 3 quarters.
One Degree Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $672K in Q2 2024.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on One Degree Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.