Sage Private Wealth Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Sage Private Wealth 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	-535	Closed	-$25K	–	158
2022 Q3	$25K	Hold	535	–	–	0.03%	102
2022 Q2	$25K	Buy	+535	New	+$25.1K	0.04%	106
2022 Q1	–	Sell	-535	Closed	-$26K	–	179
2021 Q4	$26K	Hold	535	–	–	0.03%	111
2021 Q3	$26K	Hold	535	–	–	0.04%	108
2021 Q2	$27K	Hold	535	–	–	0.04%	102
2021 Q1	$27K	Hold	535	–	–	0.05%	107
2020 Q4	$27K	Buy	+535	New	+$26.6K	0.08%	97

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Sage Private Wealth Group's SHM Position: Q4 2022 in Review

Sage Private Wealth Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 535 shares — an estimated $25K sold.

Sage Private Wealth Group first reported a position in SHM in Q4 2020 and held it in 7 quarters. The position peaked at $27K in Q2 2021. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Sage Private Wealth 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.
Sage Private Wealth Group sold 535 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $25K.
Sage Private Wealth Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 7 quarters.
Sage Private Wealth Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $27K in Q2 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 Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.