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

TL Private Wealth’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 Q4	–	Sell	-4,192	Closed	-$201K	–	44
2024 Q3	$201K	Buy	+4,192	New	+$200K	0.09%	44

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

TL Private Wealth's SHM Position: Q4 2024 in Review

TL Private Wealth sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 4,192 shares — an estimated $201K sold.

TL Private Wealth first reported a position in SHM in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

TL Private Wealth reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
TL Private Wealth sold 4,192 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $201K.
TL Private Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2024 and held it in 1 quarter.
TL Private Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $201K in Q3 2024.
406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on TL Private Wealth's 13F filing for Q4 2024, filed 16 Jan 2025.