Vista Finance’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Vista Finance’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
2022 Q4	–	Sell	-29,438	Closed	-$1.36M	–	27
2022 Q3	$1.36M	Sell	29,438 -640	-2%	-$30.2K	1.65%	14
2022 Q2	$1.42M	Buy	+30,078	New	+$1.41M	1.86%	14
2022 Q1	–	Sell	-85,931	Closed	-$4.23M	–	85
2021 Q4	$4.23M	Buy	+85,931	New	+$4.23M	4.37%	3

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

Vista Finance's SHM Position: Q4 2022 in Review

Vista Finance sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 29,438 shares — an estimated $1.36M sold.

Vista Finance first reported a position in SHM in Q4 2021 and held it in 3 quarters. The position peaked at $4.23M in Q4 2021. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Vista Finance reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Vista Finance sold 29,438 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $1.36M.
Vista Finance first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 3 quarters.
Vista Finance's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.23M in Q4 2021.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Vista Finance's 13F filing for Q4 2022, filed 10 Feb 2023.