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

Redhawk 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
2024 Q2	–	Sell	-8,516	Closed	-$404K	–	337
2024 Q1	$404K	Sell	8,516 -618	-7%	-$29.4K	0.07%	213
2023 Q4	$437K	Buy	+9,134	New	+$429K	0.09%	188
2019 Q3	–	Sell	-350	Closed	-$17K	–	378
2019 Q2	$17K	Buy	+350	New	+$17K	0.01%	327

Other funds holding SHM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Redhawk Wealth Advisors's SHM Position: Q2 2024 in Review

Redhawk Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2024, closing a stake of 8,516 shares — an estimated $404K sold.

Redhawk Wealth Advisors first reported a position in SHM in Q2 2019 and held it in 3 quarters. The position peaked at $437K in Q4 2023. 419 funds tracked by Wall St. Rank hold SHM as of Q2 2024.

Redhawk Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Redhawk Wealth Advisors sold 8,516 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2024, an estimated $404K.
Redhawk Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2019 and held it in 3 quarters.
Redhawk Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $437K in Q4 2023.
419 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2024.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.