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

V 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
2023 Q3	–	Sell	-19,794	Closed	-$931K	–	311
2023 Q2	$931K	Buy	19,794 +9	+0%	+$424	0.16%	133
2023 Q1	$941K	Buy	19,785 +2,318	+13%	+$109K	0.18%	128
2022 Q4	$821K	Buy	+17,467	New	+$813K	0.17%	137
2021 Q3	–	Sell	-5,865	Closed	-$290K	–	564
2021 Q2	$290K	Buy	+5,865	New	+$291K	0.05%	374

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

V Wealth Advisors's SHM Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 19,794 shares — an estimated $931K sold.

V Wealth Advisors first reported a position in SHM in Q2 2021 and held it in 4 quarters. The position peaked at $941K in Q1 2023. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

V Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 19,794 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $931K.
V Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and held it in 4 quarters.
V Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $941K in Q1 2023.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.