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

RWA Wealth Partners’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
-5,740
Closed -$272K – 565
2024
Q1 		$272K Hold
5,740
– – ﹤0.01% 471
2023
Q4 		$274K Hold
5,740
– – ﹤0.01% 455
2023
Q3 		$265K Hold
5,740
– – 0.01% 334
2023
Q2 		$270K Hold
5,740
– – 0.01% 285
2023
Q1 		$273K Hold
5,740
– – 0.01% 218
2022
Q4 		$272K Sell
5,740
-14,780
-72% -$688K 0.01% 227
2022
Q3 		$946K Hold
20,520
– – 0.07% 125
2022
Q2 		$970K Buy
20,520
+6,256
+44% +$294K 0.07% 126
2022
Q1 		$675K Hold
14,264
– – 0.04% 148
2021
Q4 		$702K Hold
14,264
– – 0.05% 151
2021
Q3 		$705K Hold
14,264
– – 0.05% 150
2021
Q2 		$707K Hold
14,264
– – 0.05% 150
2021
Q1 		$707K Sell
14,264
-4,240
-23% -$211K 0.06% 146
2020
Q4 		$921K Sell
18,504
-38,312
-67% -$1.91M 0.08% 124
2020
Q3 		$2.83M Sell
56,816
-246,715
-81% -$12.3M 0.3% 70
2020
Q2 		$15.1M Sell
303,531
-154,985
-34% -$7.66M 1.85% 13
2020
Q1 		$22.4M Buy
458,516
+10,900
+2% +$533K 3.18% 7
2019
Q4 		$22M Buy
447,616
+32,653
+8% +$1.6M 2.18% 9
2019
Q3 		$20.3M Buy
414,963
+15,528
+4% +$762K 2.15% 11
2019
Q2 		$19.5M Buy
399,435
+7,991
+2% +$388K 2.1% 11
2019
Q1 		$19M Buy
391,444
+12,684
+3% +$613K 2.17% 10
2018
Q4 		$18.2M Buy
378,760
+53,529
+16% +$2.55M 2.39% 10
2018
Q3 		$15.5M Buy
325,231
+88,662
+37% +$4.25M 1.74% 13
2018
Q2 		$11.4M Buy
236,569
+40,445
+21% +$1.93M 1.27% 17
2018
Q1 		$9.38M Buy
196,124
+20,416
+12% +$979K 1.21% 14
2017
Q4 		$8.42M Buy
+175,708
New +$8.48M 0.95% 21

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RWA Wealth Partners's SHM Position: Q2 2024 in Review

RWA Wealth Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2024, closing a stake of 5,740 shares — an estimated $272K sold.

RWA Wealth Partners first reported a position in SHM in Q4 2017 and held it in 26 quarters. The position peaked at $22.4M in Q1 2020. 419 funds tracked by Wall St. Rank hold SHM as of Q2 2024.

  • RWA Wealth Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 5,740 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2024, an estimated $272K.
  • RWA Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 26 quarters.
  • RWA Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $22.4M in Q1 2020.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2024.

Based on RWA Wealth Partners's 13F filing for Q2 2024, filed 12 Aug 2024.