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

Shared Vision 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
2024
Q2 		– Sell
-4,821
Closed -$229K – 78
2024
Q1 		$229K Sell
4,821
-21
-0.4% -$1K 0.14% 70
2023
Q4 		$231K Buy
+4,842
New +$227K 0.15% 69

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

Shared Vision Wealth Group's SHM Position: Q2 2024 in Review

Shared Vision Wealth Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2024, closing a stake of 4,821 shares — an estimated $229K sold.

Shared Vision Wealth Group first reported a position in SHM in Q4 2023 and held it in 2 quarters. The position peaked at $231K in Q4 2023. 419 funds tracked by Wall St. Rank hold SHM as of Q2 2024.

  • Shared Vision Wealth Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Shared Vision Wealth Group sold 4,821 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2024, an estimated $229K.
  • Shared Vision Wealth Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and held it in 2 quarters.
  • Shared Vision Wealth Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $231K 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 Shared Vision Wealth Group's 13F filing for Q2 2024, filed 24 Jul 2024.