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

Sightline 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
Q3 		– Sell
-4,629
Closed -$218K – 86
2024
Q2 		$218K Sell
4,629
-1,496
-24% -$70.5K 0.14% 71
2024
Q1 		$291K Sell
6,125
-1,296
-17% -$61.7K 0.19% 63
2023
Q4 		$355K Sell
7,421
-200
-3% -$9.38K 0.27% 51
2023
Q3 		$352K Sell
7,621
-2,610
-26% -$122K 0.33% 49
2023
Q2 		$486K Buy
10,231
+500
+5% +$23.5K 0.48% 32
2023
Q1 		$463K Sell
9,731
-295
-3% -$13.9K 0.47% 33
2022
Q4 		$471K Sell
10,026
-1,098
-10% -$51.1K 0.51% 34
2022
Q3 		$513K Sell
11,124
-5,109
-31% -$241K 0.6% 28
2022
Q2 		$767K Sell
16,233
-698
-4% -$32.8K 0.75% 21
2022
Q1 		$801K Buy
16,931
+1
+0% +$48 0.67% 23
2021
Q4 		$833K Buy
16,930
+3
+0% +$148 0.75% 20
2021
Q3 		$836K Buy
16,927
+1
+0% +$50 0.7% 22
2021
Q2 		$839K Buy
16,926
+3,118
+23% +$155K 0.69% 22
2021
Q1 		$684K Buy
13,808
+135
+1% +$6.71K 0.63% 26
2020
Q4 		$681K Buy
+13,673
New +$681K 0.67% 28

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Sightline Wealth Advisors's SHM Position: Q3 2024 in Review

Sightline Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 4,629 shares — an estimated $218K sold.

Sightline Wealth Advisors first reported a position in SHM in Q4 2020 and held it in 15 quarters. The position peaked at $839K in Q2 2021. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

  • Sightline Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Sightline Wealth Advisors sold 4,629 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $218K.
  • Sightline Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 15 quarters.
  • Sightline Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $839K in Q2 2021.
  • 401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Sightline Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.