UCB
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United Community Bank’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

United Community Bank’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
-1,325
Closed -$63.8K – 416
2024
Q3 		$63.8K Hold
1,325
– – 0.02% 275
2024
Q2 		$62.5K Hold
1,325
– – 0.03% 286
2024
Q1 		$62.9K Hold
1,325
– – 0.02% 272
2023
Q4 		$63.3K Hold
1,325
– – 0.03% 280
2023
Q3 		$61.3K Hold
1,325
– – 0.03% 252
2023
Q2 		$62.3K Hold
1,325
– – 0.05% 174
2023
Q1 		$63K Hold
1,325
– – 0.06% 153
2022
Q4 		$62.2K Buy
1,325
+125
+10% +$5.82K 0.06% 160
2022
Q3 		$55.3K Hold
1,200
– – 0.06% 165
2022
Q2 		$56.7K Hold
1,200
– – 0.06% 155
2022
Q1 		$56.8K Hold
1,200
– – 0.06% 161
2021
Q4 		$59K Buy
+1,200
New +$59.1K 0.06% 159

Other funds holding SHM

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
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

United Community Bank's SHM Position: Q4 2024 in Review

United Community Bank sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 1,325 shares — an estimated $63.8K sold.

United Community Bank first reported a position in SHM in Q4 2021 and held it in 12 quarters. The position peaked at $63.8K in Q3 2024. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

  • United Community Bank reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • United Community Bank sold 1,325 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $63.8K.
  • United Community Bank first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 12 quarters.
  • United Community Bank's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $63.8K 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 United Community Bank's 13F filing for Q4 2024, filed 7 Feb 2025.