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

Visionary 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
Q4 		– Sell
-5,455
Closed -$263K – 557
2024
Q3 		$263K Buy
5,455
+8
+0.1% +$382 0.02% 468
2024
Q2 		$257K Sell
5,447
-5
-0.1% -$236 0.02% 438
2024
Q1 		$259K Buy
5,452
+4
+0.1% +$191 0.02% 422
2023
Q4 		$260K Buy
5,448
+7
+0.1% +$328 0.02% 417
2023
Q3 		$252K Buy
5,441
+4
+0.1% +$187 0.02% 395
2023
Q2 		$256K Sell
5,437
-51,065
-90% -$2.4M 0.02% 394
2023
Q1 		$2.69M Sell
56,502
-2,089
-4% -$98.7K 0.23% 105
2022
Q4 		$2.75M Buy
+58,591
New +$2.73M 0.25% 96
2022
Q3 		– Sell
-55,600
Closed -$2.63M – 441
2022
Q2 		$2.63M Buy
55,600
+4,365
+9% +$205K 0.24% 104
2022
Q1 		$2.42M Buy
51,235
+6,133
+14% +$296K 0.2% 113
2021
Q4 		$2.22M Sell
45,102
-5,098
-10% -$251K 0.18% 114
2021
Q3 		$2.48M Buy
50,200
+1,288
+3% +$63.9K 0.26% 92
2021
Q2 		$2.42M Buy
48,912
+2,117
+5% +$105K 0.24% 96
2021
Q1 		$2.32M Sell
46,795
-7,062
-13% -$351K 0.24% 102
2020
Q4 		$2.68M Buy
+53,857
New +$2.68M 0.3% 82

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Visionary Wealth Advisors's SHM Position: Q4 2024 in Review

Visionary Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 5,455 shares — an estimated $263K sold.

Visionary Wealth Advisors first reported a position in SHM in Q4 2020 and held it in 15 quarters. The position peaked at $2.75M in Q4 2022. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

  • Visionary Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 5,455 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $263K.
  • Visionary 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.
  • Visionary Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.75M in Q4 2022.
  • 406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Visionary Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.