RAFFA WEALTH MANAGEMENT, LLC’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q1	–	Sell	-1,623	Closed	-$79.8K	–	1154
2021 Q4	$79.8K	Buy	+1,623	New	+$80K	0.03%	112

Other funds holding SHM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SHM Position: Q1 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2022, closing a stake of 1,623 shares — an estimated $79.8K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SHM in Q4 2021 and held it in 1 quarter. The position peaked at $79.8K in Q4 2021. 456 funds tracked by Wall St. Rank hold SHM as of Q1 2022.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 1,623 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2022, an estimated $79.8K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 1 quarter.
RAFFA WEALTH MANAGEMENT, LLC's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $79.8K in Q4 2021.
456 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2022, filed 27 Jul 2026.