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

RIA Advisory 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
2023 Q2	–	Sell	-4,971	Closed	-$236K	–	132
2023 Q1	$236K	Sell	4,971 -1,255	-20%	-$59.3K	0.11%	100
2022 Q4	$293K	Buy	+6,226	New	+$290K	0.17%	70

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RIA Advisory Group's SHM Position: Q2 2023 in Review

RIA Advisory Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2023, closing a stake of 4,971 shares — an estimated $236K sold.

RIA Advisory Group first reported a position in SHM in Q4 2022 and held it in 2 quarters. The position peaked at $293K in Q4 2022. 426 funds tracked by Wall St. Rank hold SHM as of Q2 2023.

RIA Advisory Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
RIA Advisory Group sold 4,971 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2023, an estimated $236K.
RIA Advisory Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
RIA Advisory Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $293K in Q4 2022.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2023.

Based on RIA Advisory Group's 13F filing for Q2 2023, filed 25 Jul 2023.